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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 25, 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
2.16%
20.18%
31.66%
14.86%
-2.59%
14.26%
13.15%
-12.09%
26.00%
-0.06%
3.96%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.73%
-3.01%
9.72%
25.34%
8.44%
-4.31%
18.13%
13.35%
-13.77%
29.52%
-2.02%
2.42%
-4.57%
16.30%
34.73%
11.74%
-5.43%
13.72%
13.02%
-13.73%
31.04%
6.32%
3.04%
-0.81%
18.61%
38.77%
11.76%
-3.04%
20.86%
10.55%
-13.61%
34.75%
2.67%
2.53%
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.75%
27.20%
1.55%
4.81%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.96%
15.52%
25.06%
4.31%
3.57%
10.35%
10.28%
8.28%
9.79%
11.50%
4.22%
11.70%
20.88%
19.13%
12.89%
17.80%
13.88%
9.98%
7.46%
10.28%
3.34%
12.83%
19.96%
-0.15%
2.83%
10.54%
7.38%
6.78%
8.22%
10.28%
4.12%
17.32%
31.43%
9.94%
6.38%
12.31%
9.47%
7.25%
--
8.84%
3.62%
16.13%
25.93%
5.39%
5.69%
12.60%
10.98%
8.83%
9.85%
11.43%
5.55%
17.14%
29.47%
5.55%
4.12%
12.67%
9.16%
7.08%
8.21%
9.84%
As of January 25, 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