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
-3.25%
18.24%
45.06%
2.92%
-3.62%
25.63%
11.18%
-11.60%
20.66%
6.59%
22.05%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.19%
-6.15%
17.46%
38.85%
7.77%
-5.03%
23.48%
12.75%
-12.05%
24.42%
8.50%
21.45%
0.81%
16.54%
38.82%
7.28%
-5.39%
24.65%
12.34%
-14.02%
23.14%
2.06%
14.94%
--
13.79%
36.78%
4.52%
-3.03%
28.96%
10.54%
-16.91%
23.18%
4.45%
16.67%
-2.05%
19.34%
51.59%
4.02%
-6.05%
21.32%
8.62%
-18.80%
28.94%
3.57%
21.71%
As of August 04, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.74%
-2.19%
9.07%
55.89%
8.03%
12.60%
12.88%
9.02%
9.97%
11.85%
1.24%
6.10%
14.53%
35.21%
17.88%
17.47%
16.22%
10.85%
8.78%
10.59%
-4.49%
-0.87%
11.12%
56.44%
10.21%
12.76%
12.95%
--
--
9.46%
-4.08%
-6.07%
7.13%
49.72%
5.93%
9.74%
11.54%
8.87%
9.75%
10.62%
-1.08%
-2.35%
10.31%
46.50%
7.10%
10.00%
--
--
--
11.26%
-1.12%
-2.43%
12.29%
56.34%
8.28%
10.73%
12.65%
8.84%
9.65%
11.69%
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