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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of April 15, 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
-0.47%
14.14%
31.57%
8.75%
0.32%
7.15%
24.84%
-7.26%
30.25%
41.98%
8.67%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.52%
-9.18%
21.62%
35.62%
6.27%
0.81%
0.48%
31.89%
-1.96%
38.66%
61.11%
6.31%
-10.18%
13.66%
37.02%
6.11%
2.46%
0.84%
22.64%
-3.60%
36.54%
39.76%
5.21%
-6.60%
7.98%
37.81%
6.99%
2.75%
7.08%
24.83%
-11.17%
41.40%
54.86%
9.69%
--
--
--
--
--
--
--
-5.47%
38.03%
47.19%
9.26%
As of April 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.32%
6.99%
22.51%
73.29%
22.51%
19.53%
14.14%
12.40%
10.19%
11.98%
5.19%
11.08%
20.66%
52.36%
18.44%
17.18%
14.52%
10.41%
8.63%
10.49%
1.97%
4.34%
18.93%
89.90%
30.17%
26.80%
16.22%
12.43%
10.39%
8.13%
3.66%
3.11%
16.52%
69.16%
23.96%
19.42%
12.97%
11.07%
9.52%
11.24%
3.59%
5.32%
23.35%
87.67%
27.88%
23.25%
15.35%
11.91%
9.85%
14.18%
6.23%
8.18%
22.09%
79.58%
26.91%
--
--
--
--
23.53%
As of April 15, 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