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
1.60%
19.69%
31.26%
14.66%
-3.27%
14.42%
13.41%
-12.37%
25.81%
0.08%
20.05%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
19.98%
-4.05%
16.93%
41.54%
9.48%
-7.68%
22.14%
13.42%
-12.35%
18.48%
-5.36%
24.72%
-4.03%
16.89%
35.44%
12.36%
-4.97%
14.27%
13.54%
-13.23%
31.62%
6.85%
18.23%
-3.47%
16.07%
31.12%
12.15%
-1.97%
23.69%
10.90%
-14.49%
30.17%
3.35%
19.79%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.46%
5.44%
22.68%
48.34%
9.49%
10.19%
11.25%
8.90%
--
9.59%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
-2.50%
5.40%
22.56%
47.67%
9.34%
9.91%
11.02%
8.82%
9.87%
11.60%
-1.40%
5.16%
26.78%
59.64%
5.37%
9.03%
10.13%
9.00%
6.87%
7.94%
-0.72%
4.74%
20.73%
56.28%
12.84%
12.36%
11.27%
8.80%
--
9.95%
-1.89%
3.61%
21.73%
51.12%
10.50%
11.83%
11.70%
9.85%
--
9.69%
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