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 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
-5.01%
19.34%
33.54%
13.51%
1.98%
2.07%
33.23%
-5.57%
31.48%
21.54%
10.41%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
-4.90%
18.53%
33.40%
12.66%
-2.02%
4.93%
18.68%
-1.71%
31.19%
21.69%
10.22%
-9.66%
17.74%
33.99%
11.20%
0.75%
11.00%
32.35%
-6.44%
29.37%
18.80%
11.67%
1.44%
12.74%
29.10%
12.57%
-3.22%
9.71%
14.98%
-4.80%
34.81%
29.03%
9.24%
-3.02%
19.74%
29.66%
12.00%
1.65%
-0.12%
27.83%
-2.35%
38.03%
34.85%
7.39%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.58%
10.26%
20.09%
52.19%
17.91%
17.85%
14.42%
--
--
12.36%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
4.42%
9.45%
18.80%
49.33%
19.60%
17.32%
13.20%
--
--
13.32%
5.48%
12.25%
20.39%
55.37%
15.90%
19.07%
13.59%
--
--
14.34%
5.23%
7.43%
17.96%
52.46%
20.81%
17.16%
13.48%
9.82%
8.35%
5.55%
5.31%
9.50%
14.67%
54.94%
23.64%
20.57%
15.28%
10.85%
--
10.75%
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
--
--
--
--
--
As of March 31, 2021