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 26, 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
-6.04%
10.83%
32.94%
14.74%
-6.42%
16.10%
12.86%
-19.51%
28.04%
1.81%
7.17%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
8.13%
-3.95%
14.49%
30.32%
11.60%
-3.55%
16.61%
7.03%
-14.54%
22.91%
2.73%
6.82%
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
8.21%
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
8.92%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.67%
9.68%
23.38%
16.50%
4.25%
9.27%
7.64%
6.13%
7.36%
9.82%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
4.97%
11.67%
31.06%
20.40%
5.51%
10.13%
9.65%
7.53%
7.01%
8.76%
2.89%
9.82%
26.46%
18.17%
4.65%
8.90%
7.63%
5.86%
7.09%
10.32%
4.86%
11.65%
31.01%
19.85%
5.59%
11.72%
8.55%
--
--
7.70%
5.21%
13.39%
33.67%
19.35%
3.88%
9.98%
8.56%
7.03%
8.17%
9.57%
As of February 26, 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 January 31, 2021