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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 15, 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
-5.23%
16.40%
35.93%
13.06%
-0.65%
7.38%
28.73%
-1.14%
35.48%
28.18%
1.11%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
0.39%
-3.84%
20.15%
30.93%
14.55%
7.90%
4.56%
31.88%
-6.92%
31.87%
29.29%
0.37%
-1.96%
15.60%
44.00%
9.26%
8.26%
0.81%
34.86%
-1.89%
35.44%
52.89%
1.48%
-5.26%
14.90%
33.48%
11.99%
7.64%
3.25%
25.42%
-2.65%
36.04%
37.68%
-1.09%
--
--
--
--
--
6.01%
26.30%
-5.31%
31.68%
30.10%
-0.60%
As of January 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.22%
7.62%
18.83%
26.66%
18.00%
21.63%
14.55%
10.10%
6.09%
12.18%
2.12%
8.62%
17.76%
16.66%
12.74%
17.23%
13.60%
9.68%
7.50%
10.21%
2.27%
5.95%
16.91%
25.88%
14.93%
19.15%
14.93%
10.95%
8.35%
11.38%
3.97%
11.32%
26.69%
49.15%
25.02%
25.94%
17.96%
13.79%
10.07%
7.55%
1.03%
4.73%
16.35%
30.94%
19.89%
20.92%
14.81%
10.70%
6.94%
5.90%
1.50%
3.70%
15.00%
25.26%
15.35%
18.88%
--
--
--
15.74%
As of January 15, 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
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--
--
--
--
As of December 31, 2020