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
-1.27%
15.35%
31.95%
8.42%
-3.44%
16.84%
26.61%
-16.28%
28.97%
0.96%
13.91%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
-3.58%
17.68%
32.51%
6.61%
-10.43%
18.01%
17.10%
-19.71%
29.88%
5.48%
25.00%
-6.04%
10.83%
32.94%
14.74%
-6.42%
16.10%
12.86%
-19.51%
28.04%
1.81%
17.50%
-3.27%
15.70%
35.95%
4.55%
-3.19%
20.74%
15.14%
-11.70%
24.61%
3.25%
19.98%
-0.16%
15.45%
39.22%
8.01%
-4.27%
17.23%
17.29%
-20.05%
25.98%
2.21%
20.67%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.01%
12.81%
24.32%
50.75%
8.13%
12.33%
10.28%
7.92%
8.62%
11.08%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
4.07%
18.11%
52.83%
109.2%
11.73%
13.16%
10.04%
6.42%
--
6.63%
3.65%
13.53%
29.58%
60.47%
8.47%
9.54%
8.53%
6.73%
7.95%
10.10%
2.61%
14.14%
41.74%
80.75%
10.98%
13.16%
10.26%
9.97%
11.62%
11.55%
2.84%
15.38%
44.60%
97.93%
8.68%
10.85%
10.24%
8.26%
--
8.87%
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