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 22, 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
-2.04%
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
4.03%
16.71%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.59%
-0.95%
18.31%
38.60%
11.61%
-3.10%
21.16%
10.83%
-13.41%
35.10%
2.93%
15.16%
0.32%
18.08%
39.14%
12.95%
1.80%
15.01%
15.28%
-14.90%
29.81%
5.62%
16.63%
1.91%
19.86%
31.34%
14.60%
-2.82%
14.06%
13.13%
-12.09%
26.00%
-0.07%
19.41%
-4.28%
16.49%
35.16%
11.99%
-5.18%
13.95%
13.33%
-13.46%
31.30%
6.48%
16.83%
As of April 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.94%
12.53%
31.11%
66.93%
12.15%
11.53%
11.11%
8.48%
--
9.37%
5.04%
8.04%
20.67%
50.21%
17.90%
16.86%
14.27%
10.22%
8.32%
10.45%
4.21%
11.92%
31.06%
63.19%
12.16%
12.14%
11.64%
9.33%
10.91%
11.98%
3.25%
12.30%
33.17%
67.36%
10.60%
12.03%
11.95%
10.70%
11.14%
10.26%
4.81%
14.48%
33.61%
65.24%
10.41%
10.21%
11.07%
8.70%
10.26%
11.85%
3.52%
12.55%
33.94%
74.53%
13.01%
12.10%
10.43%
8.00%
--
9.69%
As of April 22, 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 March 31, 2021