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 23, 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
-3.33%
16.24%
31.15%
12.33%
-1.91%
23.93%
10.96%
-14.48%
30.42%
3.40%
19.54%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.73%
-3.02%
16.21%
33.73%
6.57%
-4.73%
20.96%
12.05%
-13.08%
29.05%
0.56%
16.06%
1.67%
19.86%
31.37%
14.81%
-3.20%
14.56%
13.52%
-12.30%
25.96%
0.18%
20.17%
-2.73%
9.99%
25.62%
8.75%
-4.09%
18.43%
13.65%
-13.58%
29.85%
-1.74%
12.40%
-2.98%
10.79%
25.81%
8.44%
-3.69%
18.76%
13.63%
-13.82%
30.05%
-1.21%
12.48%
As of June 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.18%
5.73%
20.39%
50.54%
10.51%
11.50%
11.81%
9.92%
--
9.79%
2.19%
8.86%
15.80%
37.60%
17.63%
17.18%
15.02%
10.78%
8.53%
10.49%
-2.01%
6.26%
17.24%
39.63%
9.18%
10.26%
10.09%
--
--
7.84%
-2.41%
7.39%
21.66%
48.31%
9.62%
10.01%
11.41%
9.00%
--
9.70%
-2.76%
4.85%
13.75%
34.54%
7.37%
9.14%
8.57%
7.80%
8.65%
10.80%
-2.67%
5.06%
13.81%
34.75%
7.54%
9.29%
8.69%
8.05%
--
9.88%
As of June 23, 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