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 22, 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
6.97%
19.55%
1.71%
28.13%
4.62%
4.38%
12.30%
-4.04%
31.09%
1.33%
24.32%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
14.20%
--
17.11%
1.37%
31.58%
4.39%
6.60%
3.75%
-4.21%
23.02%
-11.33%
25.36%
8.70%
17.65%
2.48%
30.28%
2.45%
8.51%
4.93%
-5.93%
29.02%
-4.67%
25.18%
9.25%
17.15%
4.05%
32.36%
4.22%
5.93%
9.03%
-4.31%
31.13%
-3.23%
25.13%
6.44%
17.49%
4.72%
32.48%
7.62%
8.00%
8.09%
-4.29%
31.53%
-1.75%
25.16%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.06%
9.19%
23.27%
35.88%
16.17%
10.52%
10.92%
8.14%
--
11.29%
1.60%
4.57%
11.43%
32.77%
14.46%
14.32%
10.61%
8.08%
7.43%
8.12%
2.19%
8.60%
23.99%
42.53%
9.03%
4.77%
--
--
--
9.46%
2.23%
8.70%
23.92%
37.50%
13.29%
7.04%
9.53%
7.65%
10.44%
10.53%
3.34%
9.97%
24.42%
37.59%
14.82%
8.88%
10.69%
8.50%
11.84%
11.91%
2.53%
8.90%
24.40%
41.34%
15.39%
9.45%
11.25%
8.81%
10.77%
10.43%
As of July 22, 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