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 April 16, 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
0.32%
18.54%
35.09%
11.06%
9.65%
5.67%
32.29%
-2.72%
31.40%
31.41%
9.40%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
-1.79%
15.65%
36.49%
10.93%
7.88%
0.61%
32.15%
-1.11%
30.92%
33.67%
7.17%
1.82%
15.64%
35.12%
11.74%
3.20%
6.62%
27.99%
-4.41%
32.77%
30.66%
9.39%
1.16%
17.84%
40.76%
8.77%
10.31%
1.87%
34.32%
-0.00%
30.13%
32.93%
8.48%
-3.26%
19.39%
29.37%
11.72%
1.35%
-0.31%
27.42%
-2.57%
37.72%
34.46%
7.32%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.90%
11.05%
14.36%
50.08%
22.24%
20.61%
17.26%
10.47%
8.95%
9.57%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
6.23%
9.36%
14.35%
53.78%
21.27%
20.60%
15.85%
11.14%
--
11.25%
7.76%
10.90%
15.79%
52.79%
20.96%
19.49%
15.71%
11.48%
8.77%
7.72%
5.98%
10.31%
13.15%
50.47%
21.69%
21.44%
17.37%
12.53%
--
8.84%
5.28%
9.45%
14.54%
54.54%
23.34%
20.28%
14.99%
10.56%
--
10.44%
As of April 16, 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 March 31, 2021