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 16, 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
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.91%
26.69%
1.18%
21.34%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
-4.66%
14.98%
32.96%
9.13%
-2.27%
20.58%
13.68%
-17.08%
29.23%
5.29%
17.53%
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
20.82%
-7.12%
21.09%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
23.36%
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
19.00%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.62%
15.78%
37.11%
71.11%
10.81%
12.61%
10.30%
7.78%
9.10%
10.22%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
2.95%
13.81%
34.34%
64.29%
11.68%
11.47%
10.26%
--
--
12.22%
4.00%
15.35%
40.61%
79.84%
8.12%
10.47%
9.54%
7.72%
8.96%
9.93%
3.23%
16.59%
47.92%
108.5%
14.44%
13.41%
11.16%
7.99%
--
9.17%
3.71%
13.97%
38.27%
76.63%
9.10%
11.72%
9.36%
--
--
8.39%
As of April 16, 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