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
-2.73%
9.99%
25.62%
8.75%
-4.09%
18.43%
13.65%
-13.58%
29.85%
-1.74%
3.76%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
-2.98%
10.79%
25.81%
8.44%
-3.69%
18.76%
13.63%
-13.82%
30.05%
-1.21%
3.70%
1.67%
19.86%
31.37%
14.81%
-3.20%
14.56%
13.52%
-12.30%
25.96%
0.18%
7.24%
-3.16%
16.35%
31.36%
12.47%
-1.74%
24.06%
11.12%
-14.34%
30.67%
3.52%
8.54%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
7.14%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.84%
7.06%
20.69%
8.95%
4.98%
9.97%
7.53%
7.05%
8.47%
10.57%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
1.85%
7.10%
20.68%
9.72%
5.11%
10.07%
7.66%
7.26%
--
9.57%
3.82%
9.28%
25.82%
15.32%
5.66%
9.87%
10.19%
8.12%
--
9.22%
4.26%
10.76%
28.16%
21.75%
7.59%
12.57%
10.56%
8.97%
--
9.56%
3.77%
9.12%
25.34%
14.80%
5.39%
9.43%
9.85%
7.92%
9.49%
11.23%
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