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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 11, 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
5.19%
18.78%
2.35%
30.69%
1.86%
8.22%
7.81%
-2.78%
26.87%
-0.37%
22.19%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
12.81%
9.16%
14.94%
1.61%
29.85%
2.75%
3.18%
4.51%
-8.58%
27.61%
-7.16%
28.73%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
25.34%
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
21.64%
11.60%
17.77%
1.29%
29.66%
2.73%
5.69%
5.32%
-4.75%
30.88%
-8.14%
23.47%
As of June 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.36%
17.62%
25.43%
38.75%
14.52%
10.36%
11.11%
8.50%
10.11%
10.34%
3.03%
7.88%
15.81%
41.92%
13.95%
14.64%
11.00%
7.98%
7.12%
8.11%
8.53%
19.57%
31.53%
47.60%
12.93%
7.68%
9.21%
6.94%
10.05%
9.40%
8.98%
17.45%
28.35%
41.46%
11.39%
6.90%
9.03%
5.90%
9.20%
9.14%
8.69%
17.62%
24.78%
36.81%
12.19%
7.57%
9.16%
6.44%
8.96%
9.72%
8.56%
17.26%
26.45%
40.11%
12.96%
8.22%
10.07%
6.68%
10.08%
10.64%
As of June 11, 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