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
-6.04%
10.83%
32.94%
14.74%
-6.42%
16.10%
12.86%
-19.51%
28.04%
1.81%
18.57%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
-3.95%
14.49%
30.32%
11.60%
-3.55%
16.61%
7.03%
-14.54%
22.91%
2.73%
17.82%
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
18.40%
-2.71%
10.08%
25.67%
8.80%
-4.00%
18.50%
13.67%
-13.53%
30.00%
-1.74%
12.34%
-0.78%
14.51%
36.98%
14.86%
-6.62%
21.08%
12.33%
-19.93%
19.74%
-6.53%
23.82%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.25%
-0.07%
14.09%
40.61%
8.67%
8.64%
8.59%
7.30%
7.74%
10.04%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
-0.26%
-2.15%
12.25%
39.31%
8.07%
7.79%
8.37%
7.04%
7.53%
10.49%
0.39%
-0.97%
13.55%
48.97%
8.12%
9.92%
10.09%
8.92%
7.87%
8.97%
-0.06%
-2.08%
9.53%
30.75%
7.37%
8.71%
8.24%
7.94%
8.67%
10.79%
-0.88%
-0.51%
17.02%
59.02%
4.06%
7.00%
8.73%
7.94%
8.19%
9.02%
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