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 (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
3.57%
11.51%
19.46%
12.47%
0.60%
19.49%
13.33%
-4.39%
24.69%
1.87%
12.27%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
--
--
--
--
--
--
18.00%
-3.88%
25.97%
3.43%
17.51%
3.04%
14.42%
30.55%
9.81%
-4.61%
13.53%
13.53%
-7.72%
24.72%
5.88%
16.88%
--
--
--
13.34%
-3.85%
17.19%
13.68%
-8.23%
26.60%
2.86%
17.29%
1.62%
13.58%
32.93%
8.76%
-3.69%
12.60%
12.41%
-4.52%
30.36%
8.73%
16.34%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.46%
3.37%
11.78%
24.11%
10.60%
9.84%
10.61%
8.44%
8.51%
10.63%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
3.35%
4.29%
14.99%
30.90%
12.15%
--
--
--
--
13.02%
0.22%
0.99%
14.37%
39.57%
12.14%
11.60%
10.88%
--
--
8.77%
1.11%
1.78%
14.26%
37.05%
11.69%
11.23%
--
--
--
10.23%
1.62%
2.64%
13.60%
34.09%
14.20%
12.51%
11.81%
11.01%
9.77%
8.97%
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