Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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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
-4.05%
16.52%
40.06%
4.70%
-5.04%
26.77%
8.71%
-15.59%
23.50%
4.03%
18.95%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
-3.66%
18.35%
35.13%
0.54%
-7.33%
30.19%
11.12%
-12.30%
26.59%
5.83%
18.24%
-2.16%
13.45%
38.07%
7.45%
-4.15%
29.46%
11.52%
-13.35%
28.61%
1.57%
20.80%
-6.73%
16.70%
35.06%
4.74%
-2.44%
26.68%
10.56%
-16.75%
33.91%
9.32%
26.56%
-2.91%
13.96%
41.21%
7.50%
-6.49%
24.52%
12.59%
-18.42%
23.28%
1.33%
24.24%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.64%
-2.77%
20.43%
62.85%
6.56%
11.38%
10.74%
8.44%
10.30%
10.40%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
-5.57%
-3.86%
19.22%
53.38%
10.14%
12.83%
11.45%
8.63%
9.45%
9.81%
-3.21%
-0.09%
21.46%
56.95%
9.12%
12.75%
12.20%
8.87%
9.99%
11.47%
-4.17%
-1.90%
27.76%
74.80%
13.40%
16.14%
12.72%
10.54%
10.95%
12.03%
-4.04%
-1.20%
25.79%
74.75%
6.97%
11.69%
10.85%
8.52%
--
9.14%
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