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
7.18%
12.65%
32.08%
11.35%
-0.04%
13.57%
20.35%
-2.78%
25.77%
7.93%
16.97%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.19%
-1.75%
17.25%
31.69%
9.09%
3.51%
12.70%
23.52%
-6.48%
27.84%
15.19%
15.93%
--
--
32.40%
10.02%
-2.38%
15.96%
17.36%
-8.84%
31.55%
10.07%
19.33%
-0.33%
12.94%
27.60%
11.37%
-2.57%
14.89%
18.83%
-4.91%
26.27%
15.28%
15.24%
3.34%
16.95%
37.13%
14.80%
-1.02%
7.79%
22.62%
-6.86%
26.67%
15.33%
18.83%
As of August 04, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.27%
2.74%
13.98%
32.48%
13.73%
14.41%
14.27%
9.52%
8.30%
11.26%
1.24%
6.10%
14.53%
35.21%
17.88%
17.47%
16.22%
10.85%
8.78%
10.59%
0.61%
5.06%
12.39%
33.59%
14.98%
15.77%
14.91%
10.28%
9.56%
12.74%
-1.70%
1.24%
14.39%
42.02%
14.30%
15.08%
--
--
--
13.78%
1.72%
5.26%
14.60%
30.85%
15.77%
14.15%
13.33%
9.69%
--
9.16%
1.31%
5.52%
14.69%
34.02%
15.49%
16.24%
15.17%
9.50%
7.48%
5.12%
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