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 (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
-2.31%
14.30%
19.24%
6.54%
-1.95%
6.11%
18.49%
-8.37%
23.84%
17.74%
8.16%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
0.04%
12.38%
14.78%
6.23%
-2.25%
5.82%
14.55%
-6.84%
20.06%
15.62%
6.61%
2.91%
9.04%
9.32%
5.76%
-1.90%
4.52%
10.11%
-4.99%
15.39%
12.83%
4.71%
--
16.92%
22.85%
4.43%
0.13%
6.91%
21.02%
-9.42%
23.87%
17.19%
8.07%
-4.24%
16.98%
25.18%
9.29%
-0.09%
8.16%
20.13%
-9.41%
21.09%
14.69%
9.58%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.68%
3.98%
8.92%
31.44%
12.00%
12.54%
9.59%
7.80%
6.98%
7.79%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
0.42%
3.50%
7.37%
25.55%
10.60%
10.50%
8.21%
6.96%
6.37%
7.08%
0.00%
2.98%
5.22%
18.36%
8.63%
7.80%
6.37%
5.71%
5.20%
5.79%
1.19%
4.46%
9.21%
30.81%
11.31%
12.85%
--
--
--
11.18%
1.40%
5.28%
10.68%
30.75%
10.47%
12.46%
10.50%
7.97%
7.50%
8.31%
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