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 23, 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
-2.22%
16.76%
39.30%
13.92%
6.18%
8.42%
32.05%
-4.51%
23.97%
16.77%
11.76%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
3.57%
-5.13%
17.93%
34.06%
11.14%
-0.05%
9.62%
25.27%
-8.61%
32.25%
24.88%
4.84%
10.53%
16.63%
42.94%
10.06%
1.19%
5.70%
19.67%
-2.69%
29.36%
18.90%
3.17%
0.78%
15.41%
32.33%
12.72%
2.47%
9.00%
22.73%
-5.04%
29.83%
23.49%
4.30%
4.38%
17.57%
40.18%
15.32%
-2.95%
0.92%
17.54%
-1.52%
33.49%
18.89%
2.28%
As of February 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.07%
19.34%
32.09%
28.25%
12.40%
20.08%
15.18%
11.61%
--
12.37%
1.18%
8.91%
15.17%
18.38%
14.37%
17.39%
13.81%
9.89%
7.96%
10.28%
1.69%
11.91%
20.44%
25.83%
15.09%
18.83%
13.34%
9.59%
7.97%
11.19%
1.68%
6.60%
13.77%
21.37%
14.82%
14.64%
14.56%
--
--
12.14%
1.70%
10.62%
19.14%
24.78%
15.22%
17.93%
13.84%
9.81%
7.93%
10.10%
1.58%
7.38%
14.54%
16.46%
15.77%
15.13%
13.50%
10.26%
8.45%
11.57%
As of February 23, 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