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 18, 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
-3.09%
16.06%
33.51%
6.29%
-4.94%
20.70%
11.64%
-13.13%
28.57%
0.30%
14.00%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
-1.22%
15.89%
29.34%
15.76%
-2.07%
22.17%
11.02%
-13.44%
28.24%
1.12%
12.98%
-4.24%
14.21%
30.02%
11.30%
-3.92%
16.20%
6.68%
-14.84%
22.46%
2.37%
15.57%
-6.20%
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
14.96%
-6.56%
19.34%
38.88%
11.85%
-5.67%
17.62%
14.82%
-15.05%
20.68%
0.87%
19.63%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.68%
2.02%
14.62%
35.85%
8.13%
10.23%
9.86%
--
--
7.52%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
-4.02%
1.09%
13.53%
34.56%
8.02%
9.56%
11.06%
9.20%
--
9.76%
-4.12%
1.26%
17.00%
39.40%
7.00%
7.76%
8.49%
6.41%
7.02%
10.10%
-4.20%
0.40%
16.56%
45.56%
6.85%
10.24%
9.27%
--
--
7.66%
-3.83%
3.06%
21.67%
54.15%
7.38%
10.43%
10.61%
8.18%
8.70%
10.13%
As of June 18, 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