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 August 04, 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
--
--
35.72%
11.22%
-0.15%
13.11%
15.58%
-5.23%
34.10%
30.30%
22.17%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.19%
-0.42%
13.31%
31.55%
7.37%
1.05%
3.12%
24.85%
-5.02%
33.13%
38.97%
12.82%
-4.61%
17.94%
30.85%
0.81%
-1.75%
10.32%
25.19%
-5.00%
26.58%
29.44%
9.98%
-4.41%
11.04%
31.02%
7.23%
5.27%
2.11%
22.93%
-5.17%
35.12%
35.26%
16.44%
-4.23%
15.70%
34.46%
11.29%
1.51%
6.93%
24.12%
-3.77%
36.56%
31.25%
12.51%
As of August 04, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.54%
10.41%
17.77%
43.32%
23.92%
19.21%
--
--
--
17.30%
1.24%
6.10%
14.53%
35.21%
17.88%
17.47%
16.22%
10.85%
8.78%
10.59%
2.09%
8.10%
5.64%
35.86%
21.11%
20.04%
15.59%
11.80%
9.41%
12.13%
1.47%
7.31%
1.84%
31.03%
14.47%
17.67%
13.78%
10.56%
10.91%
14.53%
2.43%
10.90%
9.48%
36.73%
22.56%
20.26%
15.07%
12.08%
9.96%
8.50%
2.40%
9.92%
7.22%
34.73%
21.22%
19.46%
16.52%
12.32%
--
10.14%
As of August 04, 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