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 26, 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
25.15%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
-2.88%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
1.54%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
-6.55%
14.72%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
1.26%
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
-6.63%
13.02%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.66%
22.54%
-0.11%
-5.83%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.37%
-6.39%
3.01%
-10.75%
3.15%
5.20%
7.92%
7.74%
6.89%
8.85%
-0.87%
5.58%
12.19%
22.67%
10.06%
14.00%
9.50%
7.12%
6.41%
7.77%
-7.37%
-8.08%
1.82%
-10.42%
8.34%
8.52%
10.18%
7.99%
--
9.27%
-1.63%
0.52%
13.21%
2.00%
10.64%
10.21%
10.32%
7.86%
7.08%
8.47%
-7.44%
-8.17%
1.96%
-10.36%
8.19%
8.15%
--
--
--
7.79%
-6.77%
-5.66%
7.77%
-7.98%
8.38%
10.04%
9.95%
8.18%
6.57%
8.62%
As of February 26, 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 January 31, 2021