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 27, 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
18.13%
36.95%
13.54%
10.44%
2.74%
31.27%
1.83%
33.66%
33.88%
28.42%
-25.76%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.56%
15.21%
36.86%
9.37%
10.57%
-1.72%
36.12%
-1.49%
32.51%
55.37%
15.31%
-32.83%
18.43%
41.38%
9.25%
10.80%
2.26%
35.01%
0.39%
30.75%
33.54%
17.56%
-28.96%
16.23%
36.37%
8.38%
7.91%
0.76%
33.45%
3.44%
34.69%
35.75%
21.53%
-29.54%
16.62%
39.37%
10.99%
8.88%
-1.14%
34.12%
-0.20%
30.43%
43.81%
16.51%
-28.55%
As of June 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.58%
-14.67%
-26.57%
-16.42%
12.49%
14.41%
16.16%
11.85%
10.54%
10.34%
-6.08%
-13.81%
-17.97%
-7.56%
11.91%
12.01%
13.55%
8.74%
9.24%
9.92%
-4.03%
-20.98%
-34.00%
-29.08%
9.91%
12.70%
13.86%
10.04%
9.35%
8.67%
-4.08%
-20.17%
-30.03%
-25.80%
6.46%
10.65%
14.04%
9.92%
9.33%
7.44%
-3.79%
-17.28%
-30.44%
-24.81%
8.76%
13.06%
14.14%
10.24%
9.59%
6.81%
-5.24%
-19.40%
-29.44%
-26.47%
9.06%
12.26%
14.21%
9.86%
--
9.77%
As of June 27, 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
--
--
--
--
--
As of May 31, 2022