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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
11.59%
17.35%
9.75%
-2.65%
6.90%
14.28%
-3.72%
19.79%
12.88%
16.26%
-17.35%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
11.75%
17.09%
10.07%
-0.45%
7.23%
13.56%
-4.18%
21.02%
15.27%
16.28%
-15.94%
12.40%
19.02%
7.81%
0.00%
3.89%
17.80%
0.03%
21.74%
13.65%
16.46%
-16.89%
11.49%
23.26%
7.44%
-0.00%
2.37%
11.86%
-2.96%
22.61%
14.80%
16.62%
-16.34%
13.04%
20.64%
10.52%
0.50%
7.12%
16.60%
-3.94%
24.48%
22.48%
18.41%
-17.29%
As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.09%
-11.66%
-17.35%
-11.81%
4.56%
6.11%
7.19%
5.86%
6.62%
7.63%
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
-4.55%
-11.56%
-15.94%
-10.42%
6.36%
6.92%
7.89%
6.60%
6.94%
8.42%
-3.74%
-11.24%
-16.89%
-10.88%
5.79%
7.86%
8.35%
7.00%
7.31%
8.84%
-3.97%
-11.24%
-16.34%
-12.25%
6.52%
7.02%
7.76%
6.74%
7.35%
7.67%
-4.99%
-13.25%
-17.29%
-12.23%
8.97%
9.02%
9.72%
7.08%
8.54%
9.25%
As of July 01, 2022. 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
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--
--
As of May 31, 2022