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 24, 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
-0.12%
21.28%
38.45%
12.54%
-8.92%
18.26%
21.68%
-1.30%
29.39%
9.35%
2.38%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
4.74%
2.62%
12.88%
27.56%
11.19%
-0.43%
4.78%
17.03%
-6.28%
29.91%
13.59%
1.93%
-1.34%
14.10%
31.92%
11.04%
2.48%
7.14%
19.54%
-0.38%
30.89%
11.79%
0.63%
-14.91%
20.71%
42.31%
7.75%
1.73%
4.52%
21.69%
-4.51%
30.87%
21.13%
4.66%
11.80%
11.94%
25.41%
12.54%
1.46%
9.76%
29.00%
0.47%
31.63%
18.34%
4.54%
As of February 24, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.30%
4.46%
14.42%
11.83%
11.89%
17.99%
13.01%
11.04%
11.67%
11.94%
2.33%
8.39%
15.31%
23.86%
14.80%
17.55%
13.95%
9.96%
8.02%
10.32%
0.71%
5.27%
10.37%
15.25%
11.30%
13.14%
10.52%
8.40%
7.37%
12.33%
2.23%
2.57%
10.87%
12.05%
13.16%
13.97%
11.71%
8.50%
6.46%
10.19%
3.27%
9.04%
20.02%
25.52%
15.01%
17.35%
12.27%
9.05%
8.83%
13.37%
2.77%
9.46%
17.05%
24.98%
16.55%
18.74%
15.03%
10.62%
--
9.71%
As of February 24, 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