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 24, 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
2.14%
14.32%
30.49%
8.81%
-4.74%
18.59%
17.44%
-9.04%
26.67%
-4.13%
7.17%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
4.74%
1.77%
19.28%
32.28%
12.86%
-2.77%
14.02%
19.14%
-8.00%
30.38%
6.19%
8.77%
7.76%
13.65%
31.85%
13.97%
-2.05%
15.06%
17.73%
-4.33%
26.52%
3.77%
5.76%
5.92%
12.18%
24.67%
9.35%
-0.10%
16.29%
16.92%
-7.05%
27.68%
4.01%
8.05%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
5.11%
As of February 24, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.05%
9.21%
21.66%
6.70%
5.42%
11.78%
9.68%
7.90%
6.93%
8.55%
2.33%
8.39%
15.31%
23.86%
14.80%
17.55%
13.95%
9.96%
8.02%
10.32%
4.41%
10.21%
22.24%
18.41%
10.72%
14.89%
12.16%
9.43%
8.67%
10.46%
4.18%
6.98%
17.42%
11.63%
9.59%
13.29%
12.13%
9.36%
7.88%
9.38%
4.74%
9.94%
22.81%
16.57%
9.51%
13.88%
10.95%
8.85%
8.90%
10.24%
3.50%
6.57%
17.28%
11.41%
8.27%
12.21%
10.84%
8.58%
--
9.23%
As of February 24, 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