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 April 15, 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
-7.65%
9.66%
38.31%
9.18%
-3.79%
15.51%
18.88%
-13.13%
26.36%
0.92%
20.36%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.52%
-6.20%
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
18.32%
-1.01%
18.68%
44.18%
6.16%
-0.77%
8.36%
19.15%
-15.42%
30.05%
0.51%
18.51%
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
16.43%
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
16.71%
As of April 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.58%
14.85%
35.61%
68.72%
10.65%
12.16%
9.94%
7.46%
8.83%
9.95%
5.19%
11.08%
20.66%
52.36%
18.44%
17.18%
14.52%
10.41%
8.63%
10.49%
1.97%
13.30%
37.42%
74.22%
9.01%
11.32%
8.98%
--
--
8.00%
2.05%
13.55%
37.94%
76.09%
10.40%
11.23%
10.81%
8.37%
8.15%
9.18%
1.37%
12.54%
27.64%
58.48%
7.88%
8.95%
8.03%
6.31%
7.56%
9.76%
2.10%
12.17%
31.20%
67.52%
12.22%
11.63%
10.97%
8.36%
--
9.10%
As of April 15, 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 March 31, 2021