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 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
-6.82%
21.40%
36.72%
11.55%
-6.52%
15.93%
15.32%
-17.54%
31.73%
9.86%
5.83%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
0.39%
-9.30%
27.02%
30.40%
6.42%
-2.62%
11.22%
19.14%
-17.47%
34.52%
8.22%
5.83%
-5.14%
21.09%
35.97%
5.65%
-11.93%
25.85%
19.70%
-22.18%
29.35%
3.67%
7.17%
--
--
--
8.02%
0.84%
18.76%
10.52%
-10.17%
25.91%
-1.66%
4.53%
-4.27%
19.02%
38.92%
16.63%
-4.58%
12.41%
16.96%
-18.85%
23.62%
0.96%
4.89%
As of January 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.70%
27.13%
42.27%
16.07%
6.93%
13.31%
10.17%
7.29%
--
8.63%
2.12%
8.62%
17.76%
16.66%
12.74%
17.23%
13.60%
9.68%
7.50%
10.21%
7.06%
25.62%
40.23%
14.05%
7.26%
13.28%
9.78%
7.73%
8.32%
11.39%
8.97%
25.19%
39.67%
10.91%
1.78%
13.90%
9.05%
6.54%
7.78%
9.40%
5.94%
19.60%
31.21%
3.99%
3.93%
10.74%
--
--
--
7.48%
5.03%
18.86%
28.48%
6.23%
1.21%
8.97%
9.16%
7.15%
--
8.70%
As of January 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 December 31, 2020