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 July 29, 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
-6.99%
14.89%
19.75%
3.22%
-3.92%
10.90%
15.88%
-9.47%
18.74%
4.24%
15.87%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.62%
-5.61%
13.24%
16.15%
3.33%
-3.80%
9.36%
13.56%
-7.80%
15.32%
6.13%
13.64%
--
--
20.93%
6.98%
-1.01%
8.01%
19.02%
-5.89%
21.81%
16.36%
11.43%
-0.04%
10.49%
6.47%
4.64%
-1.85%
7.49%
8.49%
-4.45%
10.80%
3.34%
7.04%
-4.24%
16.98%
25.18%
9.29%
-0.09%
8.16%
20.13%
-9.41%
21.09%
14.69%
13.77%
As of July 29, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.44%
2.53%
16.04%
32.71%
8.46%
9.60%
7.44%
5.40%
5.79%
5.43%
3.06%
5.31%
19.83%
37.75%
18.34%
17.47%
15.41%
10.89%
8.84%
10.60%
1.39%
2.42%
13.82%
28.92%
8.33%
8.60%
6.65%
5.26%
5.59%
5.35%
1.16%
2.74%
11.88%
25.88%
12.84%
12.12%
--
--
--
11.60%
1.09%
2.12%
7.14%
13.52%
5.51%
5.05%
4.73%
4.68%
4.83%
4.94%
1.45%
3.87%
13.95%
29.10%
11.65%
12.19%
10.71%
7.99%
7.81%
8.42%
As of July 29, 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