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 29, 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
9.17%
16.70%
-0.99%
29.12%
3.89%
7.19%
5.29%
-4.62%
25.96%
-8.11%
27.55%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.84%
5.52%
18.21%
1.16%
26.69%
1.63%
7.03%
9.34%
-4.30%
28.19%
-5.27%
25.52%
8.97%
16.87%
0.93%
31.82%
4.12%
6.41%
3.46%
-4.40%
22.72%
-11.34%
29.37%
8.62%
17.63%
2.31%
30.36%
2.42%
8.60%
4.91%
-6.02%
28.87%
-4.68%
26.61%
--
16.73%
1.25%
31.87%
4.38%
6.46%
3.68%
-4.22%
22.89%
-14.79%
26.34%
As of July 29, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.97%
8.86%
27.39%
38.62%
12.10%
6.62%
9.20%
--
--
5.72%
2.23%
4.63%
17.00%
35.13%
14.70%
14.44%
11.12%
7.91%
7.53%
8.18%
3.83%
8.30%
26.06%
31.83%
13.32%
8.00%
9.70%
6.55%
8.83%
9.44%
4.70%
9.08%
29.59%
41.97%
10.40%
5.12%
8.79%
6.17%
9.71%
10.08%
3.73%
8.33%
26.56%
34.12%
13.91%
7.08%
10.01%
7.43%
--
9.37%
3.69%
8.36%
26.54%
32.96%
8.17%
3.91%
8.23%
--
--
9.04%
As of July 29, 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