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
4.87%
12.35%
43.55%
1.49%
0.83%
20.35%
19.18%
-8.69%
14.25%
17.77%
13.47%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
-1.13%
14.23%
42.01%
2.37%
0.30%
8.79%
24.68%
-6.91%
27.66%
43.41%
-1.12%
-1.62%
17.81%
38.26%
4.01%
-2.63%
10.88%
21.87%
-5.69%
32.75%
35.43%
4.54%
-3.30%
14.35%
43.36%
6.19%
-1.14%
10.46%
22.26%
-9.44%
28.76%
34.70%
4.45%
--
--
--
--
--
--
20.94%
-2.53%
32.50%
35.38%
6.23%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.34%
-1.63%
13.35%
56.68%
6.87%
14.80%
12.85%
10.52%
--
9.94%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
2.37%
-0.93%
-1.34%
37.57%
13.81%
18.09%
13.90%
10.94%
--
10.44%
4.59%
1.95%
4.80%
41.34%
16.21%
18.86%
14.21%
11.72%
--
11.04%
3.68%
-1.69%
4.10%
47.77%
12.83%
17.99%
13.81%
--
--
14.98%
3.45%
-0.58%
7.51%
48.01%
17.26%
20.29%
--
--
--
20.77%
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