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 June 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
-0.36%
15.14%
37.57%
15.16%
-6.21%
21.55%
12.78%
-19.55%
20.16%
-6.17%
25.24%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.73%
-3.01%
9.72%
25.34%
8.44%
-4.31%
18.13%
13.35%
-13.77%
29.52%
-2.02%
12.30%
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
17.84%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
20.04%
-1.03%
12.85%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
20.32%
As of June 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.08%
6.21%
26.85%
63.02%
4.68%
7.88%
9.61%
7.73%
8.11%
9.05%
2.19%
8.86%
15.80%
37.60%
17.63%
17.18%
15.02%
10.78%
8.53%
10.49%
-2.76%
4.76%
13.60%
34.22%
7.11%
8.86%
8.30%
7.53%
8.38%
10.53%
-1.51%
7.14%
19.08%
46.43%
11.44%
11.19%
11.31%
8.93%
--
9.06%
-2.45%
7.32%
21.49%
47.50%
9.36%
9.62%
11.07%
8.80%
9.87%
11.60%
-2.18%
6.28%
21.61%
51.51%
12.69%
12.38%
10.63%
8.79%
8.66%
10.34%
As of June 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 May 31, 2021