Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of February 26, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
1.55%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
1.54%
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
1.71%
6.33%
15.87%
1.93%
29.75%
1.89%
5.44%
5.69%
-3.53%
33.71%
-4.86%
5.65%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
2.96%
9.16%
14.94%
1.61%
29.85%
2.75%
3.18%
4.51%
-8.58%
27.61%
-7.16%
5.33%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.56%
3.69%
7.50%
-4.23%
7.80%
5.55%
7.15%
5.35%
8.32%
9.09%
-0.87%
5.58%
12.19%
22.67%
10.06%
14.00%
9.50%
7.12%
6.41%
7.77%
0.15%
2.88%
8.63%
-3.59%
9.15%
7.42%
8.59%
6.48%
10.36%
10.13%
3.33%
7.06%
12.29%
-1.63%
12.64%
8.59%
8.55%
--
--
9.20%
0.81%
4.05%
8.16%
-6.95%
7.88%
5.79%
7.60%
4.92%
8.94%
9.40%
0.65%
7.52%
14.77%
-2.73%
7.71%
5.26%
7.09%
5.69%
9.35%
8.61%
As of February 26, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of January 31, 2021