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
1.01%
16.96%
33.98%
15.51%
-2.38%
9.57%
21.49%
-5.57%
31.39%
20.67%
2.01%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
1.10%
16.05%
32.78%
13.32%
2.21%
10.63%
21.98%
-4.93%
31.00%
20.98%
2.15%
1.09%
16.47%
33.64%
12.60%
0.45%
12.75%
21.13%
-5.15%
30.86%
20.99%
2.85%
-1.55%
19.47%
32.17%
11.27%
0.46%
9.08%
23.79%
-5.08%
32.23%
14.39%
2.11%
-0.09%
14.45%
32.92%
13.86%
0.84%
10.27%
24.64%
-6.81%
30.05%
15.91%
1.70%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.13%
5.64%
10.38%
26.45%
13.71%
16.79%
13.27%
9.82%
7.56%
8.78%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
-0.43%
6.28%
12.67%
27.53%
13.81%
17.27%
13.52%
9.32%
--
9.51%
-0.30%
7.23%
14.66%
28.66%
14.15%
17.29%
13.55%
10.03%
--
8.57%
0.11%
5.59%
10.67%
21.80%
11.96%
15.81%
12.65%
9.78%
7.56%
9.38%
-1.68%
6.02%
10.89%
23.14%
11.56%
15.68%
12.60%
8.72%
6.95%
8.80%
As of February 26, 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