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 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
-7.12%
21.09%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
10.10%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
-9.58%
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
9.31%
--
--
--
--
1.89%
15.82%
9.35%
-8.44%
24.13%
3.83%
5.35%
-4.66%
14.98%
32.96%
9.13%
-2.27%
20.58%
13.68%
-17.08%
29.23%
5.29%
6.39%
-2.71%
10.08%
25.67%
8.80%
-4.00%
18.50%
13.67%
-13.53%
30.00%
-1.74%
3.76%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.61%
15.00%
39.83%
33.83%
9.31%
12.79%
10.03%
7.16%
--
8.52%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
5.03%
14.15%
38.25%
30.22%
9.33%
13.24%
9.71%
7.53%
7.87%
11.12%
2.81%
8.47%
26.12%
16.73%
7.31%
9.61%
--
--
--
8.78%
3.97%
8.92%
25.83%
19.58%
6.84%
11.21%
9.24%
--
--
11.39%
1.84%
7.05%
20.67%
9.01%
5.04%
10.02%
7.59%
7.10%
8.50%
10.61%
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