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 February 26, 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
-6.18%
18.37%
42.69%
18.88%
2.59%
10.56%
29.10%
-3.75%
27.19%
22.79%
7.05%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
-1.84%
15.27%
39.73%
18.72%
2.58%
10.63%
29.51%
-2.01%
27.78%
17.25%
7.38%
-1.04%
13.54%
32.33%
11.72%
1.55%
12.01%
23.21%
2.19%
29.02%
18.35%
-2.54%
2.42%
17.14%
35.06%
17.84%
8.59%
5.93%
31.21%
-1.37%
37.53%
46.78%
0.10%
-5.01%
19.34%
33.54%
13.51%
1.98%
2.07%
33.23%
-5.57%
31.48%
21.54%
0.99%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.06%
11.92%
24.50%
37.48%
15.05%
20.01%
15.46%
11.90%
10.57%
13.13%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
1.66%
12.47%
21.09%
32.29%
14.05%
19.36%
15.29%
11.76%
10.18%
13.97%
-2.88%
1.67%
6.73%
20.95%
13.37%
15.97%
13.08%
10.30%
8.43%
9.62%
-4.33%
6.06%
7.51%
44.68%
22.18%
24.60%
18.44%
14.30%
8.94%
13.12%
-1.17%
5.04%
10.45%
26.32%
13.40%
17.49%
13.41%
--
--
11.74%
As of February 26, 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 January 31, 2021