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 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
-5.84%
11.96%
34.12%
-0.26%
-6.86%
14.36%
18.36%
-14.58%
30.00%
-0.53%
22.35%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
--
15.04%
34.66%
11.00%
-4.47%
23.80%
15.69%
-12.86%
25.61%
-1.77%
15.79%
-7.12%
21.09%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
22.74%
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
15.20%
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
19.42%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.99%
1.72%
24.00%
50.58%
8.97%
12.50%
9.09%
5.24%
7.28%
7.87%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
-3.78%
1.79%
17.28%
40.93%
6.79%
10.22%
--
--
--
13.18%
-3.53%
3.38%
24.24%
66.82%
13.11%
13.11%
11.78%
8.23%
--
9.04%
-4.17%
0.53%
16.80%
46.14%
7.14%
10.50%
9.60%
--
--
8.02%
-3.82%
2.96%
21.34%
53.38%
6.92%
9.98%
10.22%
7.84%
8.38%
9.82%
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