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
-2.76%
17.67%
35.17%
9.10%
-3.31%
14.57%
12.55%
-12.35%
29.57%
3.24%
6.97%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
-1.70%
17.45%
37.55%
10.79%
-3.82%
20.24%
10.01%
-14.05%
34.09%
2.19%
6.12%
-6.49%
12.23%
28.19%
5.77%
-1.15%
17.81%
15.74%
-16.15%
27.98%
-1.07%
8.93%
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
8.10%
-6.85%
9.90%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
7.66%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.39%
9.35%
23.98%
16.92%
7.90%
11.13%
9.60%
7.26%
--
8.20%
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
3.54%
9.97%
24.29%
14.58%
7.99%
11.45%
10.32%
8.15%
9.65%
10.85%
4.77%
12.34%
30.54%
18.17%
5.31%
11.23%
7.82%
--
--
6.84%
4.86%
10.44%
29.75%
22.97%
8.99%
11.86%
9.09%
6.88%
--
8.53%
4.01%
10.10%
23.15%
14.73%
3.91%
8.48%
6.79%
5.27%
6.57%
8.93%
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