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
16.15%
3.60%
21.62%
16.17%
3.81%
16.17%
9.45%
-7.03%
18.76%
1.01%
1.14%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
-0.53%
16.94%
28.67%
11.68%
1.53%
14.01%
7.97%
-8.02%
24.75%
-0.14%
0.90%
1.47%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
0.91%
6.42%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
2.13%
5.22%
12.70%
26.87%
12.39%
-4.13%
15.30%
20.72%
-5.30%
28.65%
6.28%
2.93%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.63%
1.97%
8.80%
7.22%
4.93%
7.03%
9.44%
7.47%
5.30%
8.33%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
-0.54%
2.21%
11.67%
7.35%
5.13%
7.46%
8.72%
7.15%
--
7.23%
0.11%
2.98%
11.57%
12.32%
8.04%
11.78%
10.05%
7.03%
6.38%
8.86%
-0.04%
4.28%
11.01%
14.07%
9.01%
12.90%
11.35%
8.87%
7.60%
9.95%
1.39%
6.24%
16.73%
17.83%
9.63%
13.75%
11.21%
8.17%
8.63%
9.43%
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