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 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
-2.85%
16.35%
33.85%
6.59%
-4.56%
21.07%
12.12%
-12.96%
29.11%
0.66%
6.03%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
-0.52%
16.66%
30.26%
16.55%
-1.36%
23.07%
11.79%
-12.84%
29.12%
1.88%
5.99%
-2.97%
16.59%
31.78%
12.76%
-1.54%
24.38%
11.44%
-14.15%
30.96%
3.84%
9.70%
-0.21%
16.55%
30.34%
16.63%
-1.41%
23.29%
12.08%
-12.19%
30.23%
2.62%
6.07%
-6.56%
19.34%
38.88%
11.76%
-5.79%
17.46%
14.70%
-15.28%
20.65%
0.60%
9.52%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.12%
7.14%
20.23%
12.99%
6.25%
11.60%
9.04%
--
--
7.46%
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
3.14%
7.15%
20.25%
14.26%
6.67%
11.38%
10.83%
9.53%
--
10.30%
5.04%
12.10%
29.01%
21.84%
8.52%
13.16%
10.96%
9.32%
--
9.90%
3.18%
7.31%
20.63%
15.04%
7.47%
11.99%
11.18%
--
--
9.66%
4.64%
14.05%
33.87%
18.09%
4.52%
10.46%
8.89%
7.34%
8.60%
9.86%
As of February 25, 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 January 31, 2021