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)
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--
--
--
--
--
--
--
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
8.96%
10.53%
-1.94%
7.66%
0.92%
5.26%
5.31%
-1.73%
14.10%
9.46%
-0.27%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-0.75%
--
--
--
--
--
--
--
--
--
9.75%
-0.36%
5.84%
8.38%
-0.57%
4.44%
0.44%
4.16%
3.76%
-0.49%
10.22%
7.69%
-0.09%
5.82%
7.20%
-0.42%
3.86%
0.58%
3.32%
3.50%
-0.71%
14.60%
9.64%
-0.19%
--
4.81%
-1.24%
4.77%
1.03%
3.40%
4.00%
-0.82%
9.69%
7.71%
-0.12%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.37%
2.51%
0.58%
1.78%
7.98%
4.62%
5.13%
--
--
5.73%
1.12%
1.73%
-0.00%
-0.69%
5.72%
3.17%
3.39%
4.43%
4.52%
5.16%
1.34%
2.53%
0.49%
1.71%
--
--
--
--
--
5.71%
0.81%
1.46%
0.42%
1.70%
6.21%
3.80%
3.87%
--
--
4.65%
1.33%
2.53%
0.57%
2.05%
8.04%
4.83%
4.20%
--
--
4.84%
0.81%
1.50%
0.42%
1.36%
6.05%
3.51%
--
--
--
3.52%
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