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
-4.03%
16.84%
35.44%
12.32%
-4.99%
14.28%
13.58%
-13.21%
31.52%
6.84%
18.27%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
--
--
--
13.90%
-6.45%
14.59%
21.32%
-19.75%
23.54%
8.63%
20.45%
--
16.78%
36.86%
10.96%
-6.03%
20.35%
16.33%
-14.96%
27.69%
5.23%
19.80%
--
--
--
--
2.09%
16.09%
9.66%
-8.23%
24.82%
4.18%
18.16%
6.42%
11.66%
36.07%
1.76%
-9.68%
22.71%
12.62%
-13.38%
23.82%
5.62%
18.46%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.75%
4.78%
20.76%
56.36%
12.85%
12.36%
11.26%
8.79%
--
9.94%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
-2.65%
4.10%
23.90%
66.42%
10.16%
11.83%
--
--
--
13.17%
-2.02%
4.21%
22.96%
56.48%
10.49%
12.00%
--
--
--
11.48%
-2.18%
6.05%
21.35%
49.01%
11.22%
11.00%
--
--
--
10.44%
-2.08%
2.40%
21.20%
51.24%
9.33%
10.88%
9.83%
9.11%
10.17%
10.51%
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