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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of April 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
10.95%
16.77%
0.95%
31.10%
3.05%
4.48%
4.12%
-7.02%
30.32%
-3.90%
12.52%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
9.84%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
12.11%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
13.44%
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
10.61%
7.41%
17.80%
0.75%
30.66%
2.95%
6.31%
5.08%
-5.98%
24.88%
-6.57%
11.94%
As of April 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.58%
12.86%
19.58%
33.81%
12.20%
6.59%
8.76%
6.72%
10.35%
9.40%
4.43%
8.79%
21.59%
52.34%
14.11%
14.06%
10.35%
7.54%
7.12%
8.05%
3.17%
12.62%
16.68%
28.01%
10.95%
5.90%
8.34%
5.67%
9.38%
9.72%
3.10%
13.65%
19.56%
31.89%
10.26%
4.77%
7.83%
5.47%
9.14%
8.73%
3.22%
12.34%
15.43%
30.09%
10.68%
5.72%
7.96%
6.01%
8.88%
9.39%
3.54%
13.02%
16.08%
28.64%
10.15%
5.74%
8.19%
7.06%
10.72%
10.54%
As of April 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
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--
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As of March 31, 2021