Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of July 30, 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
11.13%
6.80%
-3.58%
7.27%
1.04%
2.98%
3.65%
-0.18%
10.34%
9.67%
-0.56%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-0.50%
7.69%
3.76%
-1.98%
6.00%
0.48%
2.41%
3.55%
0.10%
8.46%
7.48%
-0.56%
--
--
--
--
--
--
--
--
8.69%
7.40%
-0.57%
--
--
--
--
--
--
--
--
--
--
-0.72%
7.92%
3.89%
-2.10%
5.82%
0.56%
2.53%
3.57%
-0.11%
8.84%
7.71%
-0.63%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.45%
2.76%
0.18%
-0.17%
7.15%
3.55%
4.09%
--
--
5.20%
1.12%
2.16%
0.21%
-0.65%
5.76%
3.13%
3.35%
4.42%
4.51%
5.17%
1.12%
2.16%
0.18%
-0.72%
5.70%
3.05%
3.27%
4.28%
--
4.06%
1.13%
2.17%
0.13%
-0.91%
--
--
--
--
--
6.38%
1.09%
1.97%
0.02%
--
--
--
--
--
--
--
1.17%
2.23%
0.23%
-0.74%
5.86%
3.09%
3.31%
--
--
4.21%
As of July 30, 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 June 30, 2021