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
9.73%
10.58%
-2.00%
8.21%
-1.25%
6.21%
7.06%
-3.79%
17.37%
10.97%
-0.37%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-0.50%
9.13%
7.60%
-2.21%
8.16%
-1.51%
5.56%
5.75%
-2.21%
13.99%
9.44%
0.03%
--
--
-2.71%
6.46%
0.48%
4.27%
5.69%
-2.27%
12.54%
9.62%
-0.83%
--
--
--
--
--
4.60%
4.19%
-3.65%
10.12%
-1.72%
-0.50%
--
--
--
--
--
6.57%
13.49%
-7.60%
23.94%
16.01%
-0.12%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.42%
4.31%
1.49%
0.87%
8.93%
5.12%
5.45%
5.95%
--
5.73%
1.12%
2.16%
0.21%
-0.65%
5.76%
3.13%
3.35%
4.42%
4.51%
5.17%
1.29%
3.46%
1.27%
1.46%
7.78%
4.60%
4.67%
--
--
5.24%
1.23%
3.29%
0.73%
-0.90%
7.11%
3.97%
--
--
--
4.05%
1.31%
3.68%
1.03%
-0.37%
1.02%
2.31%
--
--
--
1.62%
2.25%
7.05%
2.60%
1.03%
12.30%
6.70%
--
--
--
8.35%
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