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 11, 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
-6.84%
15.71%
36.44%
12.92%
-8.20%
18.00%
16.51%
-14.84%
17.17%
-4.28%
28.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.84%
-3.39%
15.85%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
19.65%
0.32%
18.08%
39.14%
12.95%
1.80%
15.01%
15.28%
-14.90%
29.81%
5.62%
22.64%
-0.95%
18.31%
38.60%
11.61%
-3.10%
21.16%
10.83%
-13.41%
35.10%
2.93%
20.80%
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
25.74%
As of June 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.40%
8.29%
34.16%
70.84%
6.36%
9.50%
9.74%
7.64%
8.22%
9.18%
2.46%
8.21%
16.80%
43.73%
17.31%
17.41%
15.15%
10.75%
8.41%
10.51%
0.71%
8.04%
20.77%
47.90%
9.62%
10.94%
10.28%
--
--
7.70%
1.52%
8.10%
24.73%
59.15%
12.01%
12.86%
13.10%
11.47%
10.95%
10.42%
0.83%
8.85%
24.10%
54.90%
13.75%
12.54%
12.75%
9.80%
10.66%
12.14%
0.82%
9.29%
29.47%
67.94%
8.60%
10.81%
10.75%
8.17%
8.53%
10.03%
As of June 11, 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