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
2.82%
17.65%
37.52%
16.35%
1.67%
11.29%
25.02%
-7.65%
23.54%
7.51%
7.25%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
4.74%
-1.47%
20.81%
39.59%
10.27%
-3.41%
16.92%
18.50%
-9.15%
31.72%
8.87%
10.47%
--
15.36%
28.65%
15.05%
1.44%
3.94%
13.31%
-3.14%
25.52%
12.97%
1.82%
2.34%
19.42%
33.36%
11.75%
-1.29%
13.84%
17.97%
-7.10%
31.31%
13.05%
11.68%
--
--
--
--
--
17.98%
26.05%
-3.50%
19.37%
6.80%
5.11%
As of February 24, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.44%
11.63%
20.08%
19.05%
8.60%
14.10%
13.10%
9.61%
--
9.84%
2.33%
8.39%
15.31%
23.86%
14.80%
17.55%
13.95%
9.96%
8.02%
10.32%
6.66%
13.99%
26.84%
24.64%
12.20%
16.87%
12.93%
9.81%
7.53%
8.99%
0.42%
6.85%
12.98%
13.72%
11.08%
11.25%
--
--
--
12.12%
7.71%
16.12%
27.86%
30.75%
14.93%
17.48%
13.50%
9.69%
7.99%
7.12%
1.30%
7.20%
9.14%
18.41%
8.18%
14.56%
--
--
--
11.69%
As of February 24, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of January 31, 2021