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
1.11%
16.53%
33.63%
12.64%
0.48%
12.77%
21.13%
-5.14%
30.88%
20.99%
3.49%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.73%
1.08%
16.38%
33.52%
12.56%
0.39%
12.66%
21.17%
-5.17%
30.80%
20.99%
3.48%
1.60%
16.11%
32.65%
13.41%
1.07%
11.66%
22.03%
-4.46%
31.39%
21.05%
2.82%
0.05%
17.71%
35.04%
14.41%
1.14%
10.71%
21.18%
-4.07%
32.82%
26.11%
3.20%
2.00%
15.73%
32.06%
13.50%
1.22%
11.76%
21.65%
-4.55%
31.32%
18.14%
2.69%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.39%
14.34%
24.87%
22.69%
13.60%
18.40%
13.96%
10.25%
--
8.67%
4.22%
11.70%
20.88%
19.13%
12.89%
17.80%
13.88%
9.98%
7.46%
10.28%
4.40%
14.33%
24.84%
22.68%
13.57%
18.37%
13.90%
10.19%
8.03%
10.42%
4.03%
12.41%
22.37%
21.66%
13.70%
18.36%
14.04%
10.24%
--
9.96%
4.20%
13.24%
24.41%
27.19%
16.03%
19.52%
14.82%
10.27%
7.14%
6.37%
4.19%
11.61%
20.71%
18.84%
12.71%
17.60%
13.68%
9.79%
7.25%
7.22%
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