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 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
0.62%
12.64%
30.52%
11.96%
-1.73%
13.90%
17.37%
-5.89%
27.36%
7.33%
16.12%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
6.93%
10.69%
31.42%
7.71%
-5.58%
9.32%
15.87%
-11.86%
21.14%
6.15%
14.63%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
15.32%
--
--
--
--
--
--
--
--
--
6.84%
15.56%
2.89%
14.13%
30.37%
9.92%
-4.41%
13.72%
13.63%
-7.75%
24.87%
5.93%
16.75%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.03%
6.60%
18.46%
38.94%
14.13%
14.16%
12.21%
9.34%
8.16%
9.40%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
-1.02%
4.97%
17.53%
40.05%
8.60%
10.81%
9.57%
7.08%
5.92%
8.05%
-0.82%
5.54%
17.72%
32.82%
10.44%
9.86%
10.12%
8.31%
6.17%
8.80%
-0.37%
6.78%
18.43%
38.92%
--
--
--
--
--
17.00%
-1.11%
4.65%
20.10%
43.20%
12.71%
12.42%
11.18%
--
--
8.79%
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