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 July 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
-2.33%
10.47%
26.10%
8.98%
-3.81%
19.34%
14.11%
-13.27%
30.38%
-1.45%
12.50%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
-2.64%
11.14%
26.09%
8.77%
-3.47%
19.03%
13.94%
-13.63%
30.35%
-0.92%
12.51%
-6.56%
19.34%
38.88%
11.76%
-5.79%
17.46%
14.70%
-15.28%
20.65%
0.60%
23.34%
-0.44%
14.84%
37.32%
15.14%
-6.42%
21.39%
12.64%
-19.70%
20.05%
-6.25%
24.01%
-1.01%
18.68%
43.95%
6.01%
-0.91%
8.23%
19.00%
-15.51%
29.89%
0.42%
18.59%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.11%
-2.05%
9.65%
31.13%
7.68%
9.14%
8.59%
8.28%
8.99%
11.12%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
-0.11%
-1.92%
9.71%
31.35%
7.74%
9.06%
8.58%
8.44%
--
10.14%
0.92%
1.07%
17.32%
55.07%
8.48%
10.03%
10.11%
8.46%
8.81%
10.18%
-0.92%
-0.46%
17.21%
59.68%
4.35%
7.30%
9.01%
8.24%
8.35%
9.16%
0.43%
-0.87%
13.72%
49.45%
8.47%
10.26%
10.36%
9.09%
8.00%
9.06%
As of July 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 June 30, 2021