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)
--
--
--
--
--
--
--
--
As of April 16, 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
-1.01%
18.68%
43.95%
6.01%
-0.91%
8.23%
19.00%
-15.51%
29.89%
0.42%
18.96%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
-5.62%
13.40%
29.37%
6.99%
-0.26%
18.89%
17.11%
-15.33%
29.03%
0.05%
19.00%
-6.56%
19.34%
38.88%
11.76%
-5.79%
17.46%
14.70%
-15.28%
20.65%
0.60%
20.92%
-6.82%
21.40%
36.72%
11.55%
-6.52%
15.93%
15.38%
-17.45%
31.94%
9.95%
23.50%
-2.33%
10.47%
26.10%
8.98%
-3.81%
19.34%
14.11%
-13.27%
30.38%
-1.45%
14.17%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.71%
14.00%
38.57%
77.95%
10.00%
11.20%
10.74%
8.33%
8.15%
9.16%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
3.71%
13.97%
38.41%
77.11%
9.39%
12.00%
9.62%
--
--
8.64%
4.02%
15.42%
40.89%
80.32%
8.41%
10.73%
9.82%
7.99%
9.23%
10.20%
3.26%
16.69%
48.23%
109.3%
14.92%
13.87%
11.53%
8.32%
--
9.50%
3.83%
10.55%
27.79%
53.33%
8.80%
10.84%
8.78%
8.09%
9.55%
11.33%
As of April 16, 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
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--
--
--
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As of March 31, 2021