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 January 25, 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
8.70%
16.59%
3.59%
31.81%
3.80%
5.51%
8.64%
-4.63%
30.61%
-3.52%
0.80%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
2.53%
--
--
2.43%
31.18%
3.48%
7.37%
5.91%
-3.27%
27.53%
-4.43%
2.32%
9.31%
15.31%
1.77%
30.16%
3.00%
3.44%
4.78%
-8.30%
27.81%
-6.88%
1.82%
4.88%
17.21%
0.74%
29.71%
4.47%
4.09%
5.27%
-5.74%
24.30%
-3.48%
1.23%
8.99%
17.04%
-0.44%
31.34%
2.58%
6.75%
6.11%
-3.49%
29.11%
-5.20%
1.30%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.47%
7.56%
11.99%
-5.83%
7.67%
7.88%
9.36%
7.13%
10.51%
10.50%
3.74%
13.74%
21.08%
16.95%
9.23%
14.77%
9.88%
7.32%
6.10%
7.83%
3.64%
10.76%
15.47%
-4.94%
7.72%
7.86%
--
--
--
8.31%
3.11%
10.87%
15.36%
-7.68%
4.67%
5.02%
7.37%
6.00%
9.21%
8.74%
2.76%
7.15%
12.18%
-5.06%
5.74%
5.73%
7.59%
5.38%
9.09%
9.29%
2.59%
8.35%
14.68%
-6.64%
7.16%
7.10%
8.56%
6.56%
10.05%
10.94%
As of January 25, 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 December 31, 2020