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 22, 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
20.27%
6.63%
-8.16%
17.74%
6.68%
9.33%
-4.02%
-9.40%
28.02%
3.73%
5.60%
10.70%
6.78%
-2.55%
9.05%
3.30%
0.25%
5.45%
1.28%
7.54%
5.21%
1.85%
9.36%
13.04%
-10.07%
13.35%
9.81%
-2.47%
2.41%
-6.58%
12.78%
4.62%
7.95%
--
--
--
26.20%
10.82%
10.67%
10.21%
-3.75%
19.55%
11.35%
-0.20%
22.45%
11.71%
-14.10%
17.26%
6.41%
0.53%
6.14%
-5.77%
20.13%
7.80%
7.15%
11.70%
0.66%
-3.85%
14.20%
-0.76%
-1.87%
5.39%
-0.48%
12.78%
4.96%
2.79%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.07%
-3.35%
4.30%
10.20%
10.34%
3.81%
6.43%
6.49%
--
5.78%
0.79%
1.21%
1.60%
3.73%
5.23%
3.45%
4.28%
4.50%
4.63%
4.75%
1.38%
3.82%
7.67%
14.23%
7.83%
2.37%
4.80%
5.63%
5.14%
5.25%
0.27%
4.12%
1.80%
11.93%
9.15%
6.02%
--
--
--
6.17%
0.09%
5.27%
8.87%
14.81%
10.40%
4.64%
6.38%
5.62%
--
6.04%
-0.46%
1.38%
2.70%
7.05%
6.57%
3.14%
3.87%
4.47%
3.90%
4.31%
As of July 22, 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