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)
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--
--
--
--
--
--
--
As of January 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
12.41%
6.40%
19.74%
20.89%
-11.23%
13.18%
16.95%
8.02%
21.70%
-0.80%
1.81%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
2.86%
18.99%
5.23%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-2.21%
-0.87%
17.91%
1.47%
13.97%
23.14%
-7.22%
16.70%
11.37%
4.07%
19.38%
-4.55%
-0.41%
14.72%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
2.51%
25.15%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
0.47%
As of January 21, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.68%
4.94%
13.12%
-2.58%
10.53%
12.59%
10.25%
8.46%
5.92%
8.34%
4.64%
14.71%
19.90%
16.64%
9.79%
15.20%
9.98%
7.39%
6.13%
7.85%
1.94%
-1.11%
4.59%
-6.87%
9.59%
10.62%
10.06%
8.26%
8.47%
7.57%
2.64%
0.10%
5.33%
-8.28%
7.36%
9.47%
8.74%
6.99%
4.82%
5.08%
5.83%
7.52%
14.36%
1.86%
10.71%
12.39%
10.34%
8.20%
7.08%
8.56%
2.65%
3.18%
5.56%
-10.86%
3.44%
7.84%
8.82%
8.02%
7.45%
9.00%
As of January 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 December 31, 2020