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
-0.92%
15.28%
35.47%
9.63%
6.32%
2.43%
29.13%
-0.47%
36.04%
35.32%
8.14%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
2.96%
17.94%
36.23%
18.69%
9.19%
6.77%
32.29%
-0.63%
38.66%
47.94%
9.03%
1.80%
22.87%
40.60%
7.90%
-0.02%
-9.05%
34.22%
5.33%
32.34%
69.22%
5.37%
1.24%
16.67%
31.55%
10.90%
-0.14%
9.26%
19.87%
-6.24%
32.89%
13.78%
9.50%
3.54%
24.77%
34.61%
9.22%
3.39%
5.41%
34.06%
-4.47%
32.82%
39.61%
8.46%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.59%
8.41%
16.54%
61.47%
23.67%
21.77%
16.16%
11.85%
10.66%
9.56%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
6.77%
9.74%
18.64%
60.65%
28.62%
25.91%
20.51%
15.58%
11.61%
7.23%
4.02%
4.86%
18.06%
78.62%
30.98%
26.89%
18.75%
13.97%
11.69%
8.83%
5.19%
10.37%
18.27%
45.76%
15.79%
14.89%
12.91%
9.68%
8.40%
7.95%
7.36%
10.25%
15.43%
63.43%
23.32%
21.92%
17.37%
11.98%
--
10.93%
As of April 16, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of March 31, 2021