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 April 21, 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
-5.62%
13.40%
29.37%
6.99%
-0.26%
18.89%
17.11%
-15.33%
29.03%
0.05%
18.84%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.60%
-1.01%
18.68%
43.95%
6.01%
-0.91%
8.23%
19.00%
-15.51%
29.89%
0.42%
18.83%
-7.22%
10.24%
38.97%
9.74%
-3.30%
16.07%
19.45%
-12.70%
27.02%
1.42%
21.50%
-4.03%
16.92%
35.62%
12.50%
-4.83%
14.42%
13.67%
-13.15%
31.77%
6.98%
17.63%
-6.82%
21.40%
36.72%
11.55%
-6.52%
15.93%
15.32%
-17.54%
31.73%
9.86%
22.82%
As of April 21, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.85%
13.50%
39.21%
78.49%
9.40%
11.74%
9.47%
--
--
8.62%
6.75%
8.71%
22.42%
55.07%
18.26%
17.08%
14.37%
10.29%
8.37%
10.49%
3.83%
13.43%
39.38%
79.08%
10.22%
11.13%
10.55%
8.15%
7.93%
9.15%
4.44%
15.33%
38.63%
73.80%
10.88%
12.74%
10.42%
7.87%
9.28%
10.44%
3.58%
12.86%
37.53%
79.71%
13.66%
12.83%
10.90%
8.40%
--
10.07%
3.48%
15.88%
49.05%
107.3%
14.66%
13.44%
11.27%
8.09%
--
9.43%
As of April 21, 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 March 31, 2021