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
8.97%
16.87%
0.93%
31.82%
4.12%
6.41%
3.46%
-4.40%
22.72%
-11.34%
22.07%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
10.64%
9.17%
16.70%
-0.99%
29.12%
3.89%
7.19%
5.29%
-4.62%
25.96%
-8.11%
21.44%
5.52%
18.21%
1.16%
26.69%
1.63%
7.03%
9.34%
-4.30%
28.19%
-5.27%
19.57%
8.62%
17.63%
2.31%
30.36%
2.42%
8.60%
4.91%
-6.02%
28.87%
-4.68%
20.55%
--
16.73%
1.25%
31.87%
4.38%
6.46%
3.68%
-4.22%
22.89%
-14.79%
20.46%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.35%
10.12%
24.59%
34.00%
8.83%
5.70%
8.57%
6.26%
9.45%
9.82%
0.99%
5.91%
11.66%
35.32%
13.53%
14.59%
10.85%
7.87%
7.19%
8.02%
4.78%
11.15%
23.61%
32.74%
11.07%
7.29%
8.97%
--
--
5.40%
4.48%
12.36%
21.81%
28.51%
12.21%
8.67%
9.44%
6.59%
8.61%
9.24%
4.72%
11.60%
22.47%
30.22%
12.79%
7.86%
9.88%
7.55%
--
9.11%
4.89%
12.02%
22.62%
26.94%
6.99%
4.69%
8.12%
--
--
8.64%
As of June 18, 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 May 31, 2021