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
-11.60%
23.16%
45.97%
11.16%
-9.13%
19.81%
7.47%
-15.11%
20.13%
-0.50%
27.21%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
-4.64%
15.91%
39.35%
4.25%
-5.42%
26.28%
8.27%
-15.97%
22.99%
3.57%
21.95%
-6.26%
21.84%
32.27%
2.09%
-13.92%
27.84%
7.21%
-15.76%
24.48%
3.19%
21.91%
0.31%
14.99%
33.05%
6.06%
-1.48%
21.87%
3.39%
-12.37%
26.19%
-6.01%
21.07%
0.64%
21.37%
41.35%
2.60%
-17.23%
20.76%
6.30%
-19.76%
18.07%
21.82%
26.65%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.34%
3.98%
30.50%
78.69%
5.84%
11.62%
10.14%
7.81%
10.58%
11.08%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
-2.15%
1.41%
23.95%
67.84%
6.97%
11.34%
10.29%
8.24%
10.05%
10.14%
-1.21%
3.95%
24.70%
61.70%
8.13%
10.72%
9.44%
6.40%
--
9.09%
-1.50%
4.55%
23.72%
60.36%
6.08%
8.36%
9.45%
--
--
12.62%
-3.55%
1.58%
30.89%
98.15%
10.49%
12.68%
9.48%
--
--
10.89%
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