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 23, 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
0.44%
14.88%
43.57%
13.89%
2.21%
4.02%
26.20%
-4.53%
28.35%
29.35%
17.92%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
-0.82%
16.56%
39.86%
14.67%
7.04%
8.81%
29.28%
-3.17%
37.15%
44.89%
15.11%
-2.81%
15.14%
39.91%
19.11%
2.14%
7.11%
26.04%
-5.30%
35.87%
37.28%
12.95%
3.04%
30.46%
47.77%
11.72%
2.28%
6.72%
27.03%
-8.34%
30.37%
47.87%
8.48%
-2.85%
10.05%
37.80%
14.33%
4.31%
2.59%
25.32%
-6.03%
28.07%
33.32%
17.20%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.21%
8.98%
13.03%
41.77%
18.06%
18.46%
15.40%
13.53%
--
12.46%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
3.86%
5.85%
9.68%
42.51%
24.79%
24.92%
19.10%
15.26%
--
29.01%
3.93%
5.08%
9.54%
37.50%
22.34%
21.27%
16.79%
14.25%
--
12.61%
1.80%
1.59%
0.66%
45.75%
20.91%
20.08%
18.17%
14.87%
--
13.80%
5.27%
8.07%
12.42%
40.82%
19.01%
17.66%
14.69%
--
--
10.45%
As of July 23, 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 June 30, 2021