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 21, 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
-2.01%
18.55%
36.18%
9.87%
-2.50%
15.38%
13.39%
-11.64%
30.49%
4.00%
17.45%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.60%
-7.31%
21.79%
31.21%
11.05%
-5.63%
20.53%
11.98%
-7.58%
33.31%
-0.97%
16.10%
-1.03%
12.85%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
19.64%
-0.36%
15.14%
37.57%
15.16%
-6.21%
21.55%
12.78%
-19.55%
20.16%
-6.17%
24.38%
-0.03%
11.91%
34.16%
11.75%
0.48%
20.44%
15.44%
-10.41%
28.08%
7.57%
20.91%
As of April 21, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.22%
12.97%
33.45%
70.73%
12.37%
11.83%
11.18%
8.53%
--
9.40%
6.75%
8.71%
22.42%
55.07%
18.26%
17.08%
14.37%
10.29%
8.37%
10.49%
5.64%
11.96%
31.17%
65.61%
12.22%
13.03%
10.62%
10.02%
--
10.20%
3.06%
13.55%
41.30%
76.98%
13.42%
13.22%
10.08%
8.12%
8.87%
10.39%
2.03%
17.41%
51.12%
100.3%
5.23%
8.11%
9.16%
6.93%
8.17%
9.09%
4.48%
15.60%
39.04%
78.38%
14.01%
14.50%
12.40%
10.59%
10.41%
12.04%
As of April 21, 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