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
-7.82%
20.20%
35.30%
10.46%
-7.45%
14.63%
14.04%
-18.44%
30.31%
8.57%
10.91%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
-10.27%
25.72%
29.06%
5.34%
-3.58%
10.09%
17.92%
-18.26%
33.11%
7.10%
10.09%
-1.53%
12.15%
32.15%
5.53%
-7.64%
21.37%
7.73%
-10.41%
28.22%
6.06%
8.95%
-8.14%
9.16%
37.61%
8.64%
-4.28%
14.93%
18.27%
-13.57%
25.75%
0.41%
8.35%
-7.55%
14.84%
35.46%
12.12%
-8.86%
17.12%
15.58%
-15.44%
16.25%
-4.99%
12.17%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.46%
15.75%
39.89%
31.07%
8.96%
12.16%
9.27%
6.40%
--
7.75%
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
4.70%
14.88%
38.28%
27.59%
8.99%
12.68%
8.96%
6.77%
7.22%
10.34%
4.14%
11.95%
30.76%
23.00%
9.46%
12.94%
8.82%
7.25%
7.83%
9.43%
3.48%
10.46%
27.05%
16.32%
5.93%
11.37%
8.23%
6.27%
7.63%
9.08%
6.12%
17.82%
39.34%
17.64%
1.21%
8.10%
6.99%
5.41%
6.84%
7.67%
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