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 July 30, 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
6.25%
15.91%
3.46%
30.18%
5.23%
5.91%
7.45%
-3.99%
33.01%
-2.57%
26.85%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.07%
--
17.11%
1.37%
31.58%
4.39%
6.60%
3.75%
-4.21%
23.02%
-11.33%
27.01%
8.70%
17.65%
2.48%
30.28%
2.45%
8.51%
4.93%
-5.93%
29.02%
-4.67%
26.81%
6.44%
17.49%
4.72%
32.48%
7.62%
8.00%
8.09%
-4.29%
31.53%
-1.75%
26.46%
6.97%
19.55%
1.71%
28.13%
4.62%
4.38%
12.30%
-4.04%
31.09%
1.33%
25.12%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.35%
7.23%
27.70%
35.96%
16.17%
9.39%
10.79%
8.19%
11.57%
12.31%
1.79%
4.80%
16.23%
35.14%
14.58%
14.29%
11.05%
7.87%
7.48%
8.15%
4.42%
7.91%
26.93%
39.62%
9.72%
4.91%
--
--
--
9.59%
4.48%
8.04%
26.75%
35.24%
13.99%
7.16%
10.06%
7.47%
10.59%
10.58%
4.45%
7.61%
27.48%
38.11%
16.01%
9.45%
11.75%
8.66%
10.89%
10.47%
3.39%
7.79%
25.33%
32.14%
16.82%
10.53%
11.41%
7.94%
--
11.32%
As of July 30, 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