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 June 18, 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
1.46%
12.28%
35.43%
12.29%
0.31%
10.53%
20.89%
-3.88%
31.15%
20.94%
12.79%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
1.89%
15.99%
32.31%
13.46%
1.25%
12.00%
21.70%
-4.56%
31.22%
18.37%
11.71%
-2.82%
16.01%
37.60%
15.86%
1.36%
8.40%
26.57%
-4.21%
26.71%
13.03%
9.34%
-0.43%
14.49%
35.97%
12.24%
-3.97%
14.27%
21.41%
-9.88%
26.92%
14.25%
13.38%
1.23%
16.50%
32.78%
13.08%
0.79%
12.03%
21.53%
-4.88%
31.06%
20.77%
11.36%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.87%
7.37%
14.13%
37.32%
17.52%
17.63%
14.72%
--
--
9.87%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
1.06%
6.69%
13.13%
35.68%
16.58%
17.14%
14.80%
10.54%
8.41%
10.27%
-1.39%
7.29%
9.55%
27.59%
12.90%
14.66%
13.70%
--
--
10.69%
-0.06%
4.87%
13.38%
38.54%
12.22%
14.77%
12.82%
--
--
8.80%
1.31%
6.42%
12.53%
37.84%
16.95%
17.41%
14.84%
10.66%
8.67%
7.31%
As of June 18, 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 May 31, 2021