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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
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
1.20%
13.33%
31.35%
12.63%
-1.17%
14.61%
18.11%
-5.29%
28.13%
7.96%
14.35%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.52%
6.42%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
11.72%
7.32%
13.16%
31.27%
13.48%
-2.56%
14.61%
17.21%
-4.70%
26.02%
3.33%
12.27%
1.47%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
10.00%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
12.78%
As of April 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.90%
12.10%
25.91%
50.50%
14.98%
14.58%
12.39%
9.73%
8.90%
10.03%
5.19%
11.08%
20.66%
52.36%
18.44%
17.18%
14.52%
10.41%
8.63%
10.49%
4.59%
9.51%
19.74%
39.87%
13.92%
13.58%
12.19%
9.55%
8.30%
10.23%
3.13%
9.83%
22.15%
44.62%
12.34%
12.53%
12.00%
9.36%
7.99%
9.21%
3.64%
8.49%
19.55%
40.63%
12.51%
12.36%
10.94%
7.66%
6.97%
9.11%
2.54%
9.90%
23.96%
38.68%
9.68%
10.03%
9.71%
8.10%
5.68%
8.78%
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
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--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
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As of March 31, 2021