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 July 27, 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
-4.57%
16.30%
34.73%
11.74%
-5.43%
13.72%
13.02%
-13.73%
31.04%
6.32%
17.17%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.13%
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.75%
27.20%
1.55%
23.60%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
21.35%
-1.22%
15.89%
29.34%
15.76%
-2.07%
22.17%
11.02%
-13.44%
28.24%
1.12%
15.90%
-1.03%
12.85%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
19.16%
As of July 27, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.27%
-1.54%
19.13%
48.79%
11.47%
11.18%
10.69%
8.09%
--
9.31%
2.91%
5.50%
18.20%
37.99%
18.17%
17.45%
15.25%
10.94%
8.82%
10.59%
-0.71%
0.42%
22.86%
51.70%
9.96%
12.25%
11.04%
8.12%
9.16%
10.22%
-0.77%
-0.31%
20.58%
45.81%
9.49%
9.65%
11.22%
8.81%
9.83%
11.61%
-0.26%
-0.03%
15.63%
34.76%
8.19%
9.34%
11.39%
9.40%
--
9.86%
-2.48%
-1.53%
17.76%
49.23%
12.16%
11.88%
10.46%
8.69%
8.57%
10.26%
As of July 27, 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 June 30, 2021