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
2.08%
15.96%
32.33%
13.64%
1.36%
11.93%
21.79%
-4.43%
31.46%
18.37%
11.92%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.92%
1.96%
15.76%
32.10%
13.40%
1.19%
11.71%
21.61%
-4.61%
31.23%
18.22%
11.87%
2.00%
15.73%
32.06%
13.50%
1.22%
11.76%
21.65%
-4.55%
31.32%
18.14%
11.83%
1.48%
15.42%
31.63%
13.00%
0.94%
11.66%
21.61%
-4.50%
31.18%
18.27%
11.53%
1.86%
16.03%
32.14%
13.50%
1.27%
11.77%
21.68%
-4.62%
31.26%
18.59%
11.90%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.73%
11.49%
21.08%
52.01%
18.23%
17.23%
14.52%
10.42%
8.64%
11.55%
5.73%
11.49%
21.08%
52.02%
18.27%
17.27%
14.56%
10.43%
8.67%
10.50%
5.72%
11.44%
20.96%
51.76%
18.04%
17.04%
14.33%
10.23%
8.44%
10.38%
5.70%
11.41%
20.92%
51.64%
18.07%
17.05%
14.35%
10.24%
8.46%
7.59%
5.28%
11.04%
20.68%
52.27%
18.26%
16.98%
14.12%
9.93%
--
10.04%
5.73%
11.48%
21.04%
51.98%
18.20%
17.14%
14.42%
10.30%
8.52%
10.31%
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