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 22, 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
1.97%
15.82%
32.18%
13.51%
1.25%
11.82%
21.67%
-4.52%
31.33%
18.25%
2.35%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.66%
3.00%
15.91%
32.04%
13.54%
0.92%
12.16%
21.97%
-4.29%
31.68%
18.19%
2.35%
1.47%
15.22%
31.48%
12.89%
0.69%
11.20%
21.02%
-5.03%
30.64%
17.63%
2.32%
1.82%
15.58%
31.92%
13.28%
1.05%
11.60%
21.41%
-4.72%
31.09%
17.99%
2.34%
1.48%
15.42%
31.63%
13.00%
0.75%
11.27%
21.18%
-4.89%
30.84%
17.77%
2.34%
As of January 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.29%
11.66%
18.17%
17.62%
12.69%
17.20%
13.75%
9.84%
7.37%
11.34%
4.40%
12.62%
19.28%
18.16%
13.26%
17.89%
13.94%
9.99%
7.52%
10.28%
4.32%
11.51%
18.10%
17.52%
12.87%
17.49%
13.94%
9.87%
--
8.24%
4.24%
11.48%
17.80%
17.03%
12.10%
16.57%
13.15%
9.28%
6.87%
10.11%
4.27%
11.58%
18.06%
17.36%
12.46%
16.97%
13.52%
9.61%
7.14%
9.82%
4.27%
11.54%
17.94%
17.16%
12.26%
16.72%
13.27%
9.33%
--
9.51%
As of January 22, 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