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 28, 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
-1.27%
15.59%
35.42%
7.74%
7.22%
0.07%
32.71%
2.88%
33.77%
34.94%
18.60%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.11%
0.68%
13.59%
36.25%
9.36%
5.64%
3.84%
31.27%
0.16%
33.92%
49.02%
17.49%
-3.27%
19.75%
29.90%
13.61%
8.58%
0.57%
27.34%
-4.41%
35.48%
33.72%
22.03%
-1.39%
16.24%
35.26%
7.70%
6.29%
1.45%
29.56%
1.58%
36.31%
30.31%
17.51%
0.69%
17.58%
40.30%
8.52%
10.18%
1.76%
34.12%
-0.23%
29.97%
32.73%
16.58%
As of July 28, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.86%
8.57%
18.53%
38.95%
23.98%
23.64%
17.35%
13.52%
9.68%
8.28%
2.66%
5.57%
17.03%
38.86%
18.17%
17.41%
15.28%
10.85%
8.82%
10.59%
4.86%
8.48%
16.99%
45.45%
27.09%
25.40%
18.24%
13.65%
9.64%
12.52%
3.89%
8.89%
20.25%
44.08%
23.82%
21.79%
16.92%
12.58%
8.77%
10.45%
4.30%
8.27%
18.10%
34.15%
22.56%
21.74%
16.86%
13.29%
9.08%
11.64%
3.21%
7.48%
16.77%
34.95%
21.45%
21.88%
17.67%
13.17%
9.22%
8.86%
As of July 28, 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