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 17, 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
-6.82%
21.40%
36.72%
11.55%
-6.52%
15.93%
15.32%
-17.54%
31.73%
9.86%
25.52%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.19%
-9.30%
27.02%
30.40%
6.42%
-2.62%
11.22%
19.14%
-17.47%
34.52%
8.22%
23.39%
-4.05%
16.93%
41.54%
9.48%
-7.68%
22.23%
13.84%
-12.05%
18.81%
-5.22%
24.43%
-5.62%
13.40%
29.37%
6.99%
-0.26%
18.89%
17.11%
-15.33%
29.03%
0.05%
17.63%
-3.46%
12.31%
45.80%
5.61%
-1.94%
16.53%
14.15%
-18.05%
29.36%
9.48%
17.79%
As of June 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.58%
4.13%
26.30%
70.59%
14.30%
13.93%
12.34%
8.69%
--
9.48%
1.56%
6.62%
14.26%
37.75%
17.10%
17.54%
15.07%
10.71%
8.56%
10.48%
-2.91%
4.34%
24.31%
62.73%
13.88%
13.91%
11.67%
9.01%
8.45%
11.71%
-3.89%
2.52%
25.23%
57.23%
5.61%
9.37%
10.42%
9.05%
6.98%
7.98%
-3.25%
1.84%
18.76%
49.07%
8.12%
11.24%
10.09%
--
--
8.43%
-3.51%
0.67%
18.42%
50.59%
9.61%
12.22%
11.14%
9.14%
9.30%
10.10%
As of June 17, 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 May 31, 2021