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
2.42%
17.14%
35.06%
17.84%
8.59%
5.93%
31.21%
-1.37%
37.53%
46.78%
8.80%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
1.64%
15.72%
33.91%
16.87%
7.45%
5.12%
30.41%
-1.75%
36.58%
45.00%
8.33%
1.98%
19.66%
41.10%
18.44%
1.43%
7.94%
32.09%
-0.64%
38.56%
47.96%
8.97%
2.90%
17.46%
36.00%
18.75%
9.09%
6.68%
32.29%
-0.44%
38.86%
48.30%
9.06%
2.98%
17.96%
36.44%
18.34%
8.59%
5.92%
30.57%
-1.67%
37.58%
47.86%
9.16%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.70%
9.53%
18.16%
59.59%
27.60%
24.93%
19.65%
14.81%
10.76%
13.40%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
6.58%
9.13%
17.47%
57.64%
26.52%
23.85%
18.61%
13.92%
10.15%
5.74%
6.75%
9.71%
18.58%
60.57%
28.57%
25.97%
20.11%
14.50%
--
13.46%
6.77%
9.77%
18.69%
60.94%
28.85%
26.07%
20.50%
15.46%
11.42%
7.75%
6.75%
10.02%
18.85%
60.40%
28.08%
24.99%
20.01%
15.11%
11.18%
6.18%
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