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
-6.16%
13.69%
37.55%
-1.67%
1.20%
-4.75%
40.95%
8.34%
40.63%
89.34%
11.62%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
-1.27%
15.59%
35.42%
7.74%
7.22%
0.07%
32.71%
2.88%
33.77%
34.94%
19.52%
-2.58%
20.85%
35.44%
8.08%
6.33%
-1.82%
41.02%
1.39%
34.27%
50.78%
17.45%
--
--
29.00%
10.49%
5.11%
8.37%
28.09%
2.51%
38.07%
34.17%
22.45%
0.17%
15.49%
37.06%
9.61%
10.80%
-1.50%
36.38%
-1.08%
32.99%
55.94%
15.23%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.77%
3.91%
4.48%
54.00%
36.59%
34.26%
19.12%
16.72%
14.54%
10.90%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
5.91%
10.03%
17.72%
39.85%
24.04%
23.92%
17.03%
13.70%
9.76%
8.32%
5.19%
10.78%
13.52%
34.23%
26.01%
27.32%
18.79%
13.50%
--
12.40%
5.68%
11.69%
23.20%
42.68%
26.64%
24.73%
--
--
--
20.19%
6.31%
10.59%
11.50%
42.73%
27.21%
26.59%
18.49%
14.63%
10.57%
11.02%
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