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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of February 25, 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
-0.53%
16.94%
28.67%
11.68%
1.53%
14.01%
7.97%
-8.02%
24.75%
-0.14%
2.69%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
16.15%
3.60%
21.62%
16.17%
3.81%
16.17%
9.45%
-7.03%
18.76%
1.01%
3.02%
6.42%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
3.18%
1.47%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
2.08%
6.40%
9.79%
29.43%
13.32%
0.64%
19.57%
15.36%
-8.57%
25.90%
0.21%
5.21%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.23%
4.03%
13.29%
8.21%
5.96%
7.77%
8.91%
7.28%
--
7.33%
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
0.37%
3.86%
10.51%
8.18%
5.82%
7.31%
9.64%
7.60%
5.52%
8.39%
0.72%
5.35%
12.29%
14.75%
9.80%
13.01%
11.47%
8.94%
7.76%
9.99%
1.12%
4.17%
12.77%
12.87%
8.86%
12.05%
10.18%
7.12%
6.51%
8.90%
1.83%
6.91%
16.21%
13.85%
6.46%
11.44%
10.59%
7.95%
7.30%
9.66%
As of February 25, 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