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
-1.54%
17.97%
39.67%
7.32%
-6.72%
31.23%
11.64%
-12.67%
24.48%
2.86%
9.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.73%
-4.08%
14.68%
36.04%
3.81%
-9.77%
27.44%
8.46%
-14.92%
21.07%
0.06%
9.61%
-5.62%
17.84%
34.43%
4.21%
-7.47%
31.70%
7.91%
-12.83%
22.40%
4.84%
8.91%
-4.73%
17.22%
38.32%
3.68%
-3.63%
26.91%
8.11%
-19.53%
24.18%
3.79%
7.34%
-6.24%
11.15%
34.41%
3.28%
-6.12%
32.87%
14.32%
-17.99%
21.42%
8.24%
8.01%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.53%
31.70%
45.93%
16.14%
5.88%
15.10%
11.30%
--
--
13.11%
4.22%
11.70%
20.88%
19.13%
12.89%
17.80%
13.88%
9.98%
7.46%
10.28%
10.23%
30.73%
43.71%
12.90%
3.05%
11.86%
8.15%
5.18%
--
5.88%
8.73%
30.98%
46.50%
16.74%
5.61%
14.41%
9.56%
--
--
10.80%
8.23%
32.64%
46.19%
12.46%
2.62%
11.56%
8.90%
5.61%
7.98%
9.19%
8.60%
30.55%
46.73%
20.70%
4.10%
15.16%
9.18%
7.51%
9.08%
9.32%
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