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 26, 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
-8.14%
9.16%
37.61%
8.64%
-4.28%
14.93%
18.27%
-13.57%
25.75%
0.41%
22.94%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.69%
-6.49%
12.23%
28.19%
5.77%
-1.15%
17.81%
15.74%
-16.15%
27.98%
-1.07%
18.51%
-5.37%
14.15%
32.02%
8.30%
-3.01%
19.68%
12.82%
-17.70%
28.28%
4.55%
16.99%
-2.81%
17.60%
35.06%
9.07%
-3.27%
14.49%
12.53%
-12.37%
29.48%
3.17%
17.79%
--
15.62%
35.51%
9.86%
-6.96%
19.16%
15.18%
-15.80%
26.43%
4.16%
18.10%
As of July 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.66%
0.30%
18.76%
51.17%
8.58%
11.04%
9.82%
7.18%
8.29%
9.37%
3.40%
5.98%
15.71%
39.66%
18.10%
17.54%
15.07%
10.95%
8.86%
10.61%
-1.10%
-1.10%
15.09%
50.04%
7.06%
9.68%
8.65%
--
--
7.29%
-0.95%
-1.17%
14.41%
39.31%
8.97%
8.70%
9.63%
--
--
11.08%
-1.36%
-0.22%
14.93%
41.23%
10.25%
10.24%
10.41%
8.24%
--
8.42%
-2.78%
-2.09%
14.75%
48.11%
8.67%
10.16%
10.29%
--
--
10.16%
As of July 26, 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