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 January 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
-8.69%
20.57%
32.63%
8.14%
6.07%
10.37%
20.50%
-13.67%
35.38%
20.86%
1.32%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
0.39%
1.47%
17.29%
35.63%
15.89%
6.89%
5.79%
22.08%
-1.58%
33.84%
18.42%
0.34%
1.10%
16.05%
32.78%
13.32%
2.21%
10.63%
21.98%
-4.93%
31.00%
20.98%
0.74%
1.09%
16.47%
33.64%
12.60%
0.45%
12.75%
21.13%
-5.15%
30.86%
20.99%
1.28%
1.77%
15.56%
31.81%
13.21%
1.05%
11.47%
21.31%
-4.63%
31.22%
18.08%
0.39%
As of January 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.57%
11.50%
19.24%
19.77%
10.78%
16.33%
11.96%
11.17%
7.45%
11.30%
2.12%
8.62%
17.76%
16.66%
12.74%
17.23%
13.60%
9.68%
7.50%
10.21%
1.83%
8.55%
19.19%
16.23%
14.64%
16.89%
14.64%
10.20%
7.92%
8.20%
2.45%
9.94%
20.04%
19.53%
13.29%
17.59%
13.63%
9.23%
--
9.49%
2.97%
11.36%
21.80%
20.22%
13.46%
17.81%
13.64%
9.97%
--
8.54%
2.09%
8.56%
17.61%
16.35%
12.47%
16.86%
13.20%
9.29%
7.08%
10.81%
As of January 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
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of December 31, 2020