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 (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of July 30, 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
8.30%
1.85%
-1.84%
3.17%
1.64%
1.22%
1.22%
1.36%
5.70%
6.95%
-0.57%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-0.50%
6.50%
1.54%
-1.21%
2.48%
1.59%
0.33%
1.04%
2.27%
6.02%
7.70%
-0.69%
--
--
-2.53%
4.73%
0.88%
0.84%
2.19%
0.26%
7.36%
7.29%
-0.83%
5.98%
2.26%
-1.27%
5.89%
1.45%
1.26%
2.47%
0.91%
6.19%
3.76%
-0.41%
5.87%
1.98%
-1.95%
6.38%
1.14%
1.27%
2.49%
0.82%
6.18%
4.08%
-0.43%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.98%
1.18%
-0.30%
-0.90%
4.92%
2.24%
2.35%
--
--
3.78%
1.12%
2.16%
0.21%
-0.65%
5.76%
3.13%
3.35%
4.42%
4.51%
5.17%
1.22%
1.65%
-0.26%
-1.34%
5.37%
2.67%
2.34%
--
--
3.42%
1.17%
2.26%
-0.37%
-3.13%
5.20%
2.21%
--
--
--
2.32%
0.52%
0.11%
-0.48%
-0.14%
3.83%
2.18%
2.46%
--
--
2.78%
0.52%
0.20%
-0.58%
-0.07%
4.00%
2.19%
2.40%
--
--
3.50%
As of July 30, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of June 30, 2021