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 23, 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
5.12%
13.46%
5.86%
0.77%
-6.77%
14.43%
6.48%
-3.27%
14.88%
4.95%
3.06%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-0.75%
--
--
6.55%
-1.28%
-6.28%
14.22%
5.26%
-0.27%
9.49%
5.82%
4.08%
--
11.34%
7.72%
-0.12%
-4.61%
14.96%
5.75%
-0.72%
10.22%
3.27%
3.48%
--
--
--
--
--
--
--
--
15.77%
8.02%
4.77%
--
--
--
0.33%
-3.76%
12.54%
5.11%
0.02%
9.93%
3.16%
3.52%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.70%
1.77%
3.06%
9.76%
6.35%
5.75%
5.09%
--
--
5.48%
1.12%
1.73%
-0.00%
-0.69%
5.72%
3.17%
3.39%
4.43%
4.52%
5.16%
0.21%
1.31%
3.65%
11.57%
5.60%
5.76%
--
--
--
4.56%
0.14%
1.23%
3.35%
11.29%
4.69%
5.29%
4.97%
--
--
5.04%
0.63%
2.28%
4.03%
14.88%
7.86%
--
--
--
--
7.83%
0.24%
1.22%
3.34%
9.76%
4.82%
5.11%
--
--
--
4.11%
As of July 23, 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