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 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
10.69%
13.58%
30.19%
11.38%
0.86%
14.82%
18.49%
-5.65%
25.35%
3.13%
14.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
6.96%
11.19%
28.89%
12.89%
0.84%
13.63%
20.95%
-4.28%
28.31%
7.91%
13.78%
7.31%
13.98%
29.66%
9.34%
-0.44%
15.16%
17.77%
-7.74%
26.19%
4.62%
14.44%
10.47%
12.64%
30.22%
13.44%
0.30%
16.84%
16.38%
-5.90%
24.17%
1.14%
15.09%
1.33%
13.44%
31.46%
12.72%
-1.06%
14.75%
18.18%
-5.27%
28.18%
8.07%
16.45%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.54%
5.91%
17.42%
35.42%
12.10%
12.36%
12.64%
9.64%
8.52%
10.46%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
-0.40%
6.71%
15.72%
34.08%
14.88%
14.42%
13.30%
10.39%
8.81%
10.77%
-1.14%
6.32%
16.92%
35.57%
12.59%
12.20%
12.03%
9.53%
--
9.88%
-1.87%
4.95%
17.70%
34.73%
10.98%
11.53%
12.39%
--
--
8.42%
0.00%
6.74%
18.83%
39.80%
14.90%
14.92%
12.98%
10.10%
8.87%
10.08%
As of June 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 May 31, 2021