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 16, 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
-6.85%
9.90%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
17.13%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
-3.38%
9.25%
24.75%
8.01%
-4.48%
17.91%
13.00%
-14.08%
29.20%
-2.36%
13.79%
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
17.84%
1.38%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
19.93%
-5.23%
17.83%
37.43%
15.47%
-5.55%
11.27%
15.76%
-19.69%
22.30%
-0.03%
20.88%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.56%
13.24%
28.92%
58.94%
7.52%
8.62%
7.61%
5.82%
7.03%
9.19%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
3.68%
10.25%
27.10%
51.66%
7.80%
9.72%
7.71%
7.02%
8.46%
10.23%
3.38%
13.36%
36.23%
75.74%
12.68%
11.75%
9.90%
7.46%
--
8.95%
4.76%
14.90%
35.40%
66.12%
9.87%
9.96%
10.67%
8.37%
9.81%
11.30%
4.49%
15.31%
36.97%
73.65%
7.13%
8.60%
9.19%
6.97%
--
8.29%
As of April 16, 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