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 22, 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
7.26%
3.46%
19.48%
8.05%
-9.05%
16.20%
8.04%
-2.74%
17.69%
-3.98%
8.02%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
12.40%
18.85%
5.08%
13.19%
24.54%
-7.84%
17.13%
10.02%
2.19%
26.16%
-2.41%
4.39%
16.80%
0.44%
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
3.31%
5.77%
12.47%
19.24%
11.81%
-15.43%
10.56%
13.84%
0.07%
23.97%
5.18%
3.47%
11.12%
4.26%
18.20%
20.13%
-6.54%
23.61%
0.62%
0.91%
19.93%
-2.42%
1.78%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.53%
3.74%
10.70%
20.28%
6.62%
5.35%
6.25%
6.16%
6.02%
6.67%
2.07%
7.31%
14.44%
37.31%
14.48%
14.51%
10.86%
7.97%
7.22%
8.09%
-2.48%
4.60%
7.41%
14.08%
10.33%
7.43%
9.80%
8.47%
8.17%
7.45%
-2.02%
3.73%
6.31%
12.46%
6.20%
5.18%
7.55%
6.36%
3.86%
4.10%
-1.35%
5.16%
6.33%
19.09%
10.18%
8.68%
7.74%
8.36%
7.76%
9.92%
-1.52%
4.33%
4.83%
15.27%
6.96%
4.75%
7.96%
7.32%
6.24%
7.68%
As of June 22, 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