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 January 22, 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
5.99%
10.97%
17.27%
8.41%
-4.89%
15.14%
13.04%
-5.64%
19.72%
6.77%
0.94%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.36%
7.22%
14.80%
17.73%
13.36%
-1.16%
12.66%
12.19%
-4.59%
22.45%
11.26%
2.35%
-7.30%
8.62%
28.70%
5.52%
-10.11%
9.44%
16.75%
-7.72%
20.72%
5.08%
3.98%
-1.36%
15.96%
23.97%
2.67%
-6.19%
13.43%
11.84%
-9.16%
18.03%
11.61%
2.03%
--
--
--
--
--
--
--
--
27.06%
5.55%
0.24%
As of January 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.76%
8.78%
14.32%
7.36%
5.27%
10.95%
8.28%
7.52%
--
9.00%
4.30%
11.69%
18.24%
17.77%
12.84%
17.35%
13.91%
9.97%
7.50%
10.27%
3.64%
12.13%
15.76%
11.85%
8.99%
11.93%
10.42%
7.32%
--
8.06%
6.37%
15.58%
19.05%
8.20%
5.07%
11.77%
6.50%
5.88%
6.16%
8.23%
3.58%
10.34%
13.88%
11.86%
5.30%
10.67%
7.53%
--
--
4.91%
1.11%
4.68%
4.85%
2.84%
--
--
--
--
--
15.42%
As of January 22, 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