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
11.39%
16.45%
39.19%
10.86%
2.81%
8.68%
30.94%
5.66%
35.51%
20.81%
19.99%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
--
--
29.32%
10.77%
5.37%
8.87%
28.86%
2.96%
38.79%
34.78%
22.77%
-0.32%
17.34%
36.61%
8.77%
7.38%
2.46%
30.86%
2.59%
37.69%
31.61%
18.78%
-5.90%
26.37%
37.03%
12.12%
3.13%
4.62%
23.57%
0.12%
38.14%
28.55%
13.69%
6.70%
14.71%
33.16%
14.23%
6.69%
3.98%
23.02%
-0.31%
34.27%
27.36%
17.13%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.94%
7.71%
22.90%
29.14%
22.28%
22.27%
19.15%
--
--
18.30%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
5.73%
11.83%
23.48%
43.34%
27.26%
25.36%
--
--
--
20.67%
6.45%
9.68%
17.43%
36.04%
23.60%
23.21%
17.72%
14.71%
10.41%
12.47%
5.77%
8.81%
12.56%
30.31%
21.55%
20.24%
16.53%
--
--
13.53%
5.17%
6.47%
15.52%
37.82%
22.56%
19.81%
16.35%
13.43%
--
11.88%
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