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 22, 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
16.47%
9.13%
18.47%
16.44%
-7.91%
12.85%
13.87%
3.46%
27.71%
4.36%
6.25%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
14.20%
5.83%
12.48%
19.21%
11.78%
-15.41%
10.53%
13.87%
0.10%
23.93%
5.23%
4.16%
8.08%
4.29%
20.15%
8.89%
-8.25%
17.00%
8.93%
-2.15%
18.77%
-3.43%
8.70%
11.87%
10.07%
20.50%
13.30%
-5.53%
17.03%
11.98%
3.32%
22.02%
2.10%
2.42%
17.42%
1.03%
13.40%
22.42%
-7.53%
16.44%
11.13%
3.74%
19.08%
-4.76%
4.30%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.34%
-0.47%
7.63%
11.21%
13.23%
9.35%
10.44%
8.87%
8.40%
9.12%
1.60%
4.57%
11.43%
32.77%
14.46%
14.32%
10.61%
8.08%
7.43%
8.12%
0.70%
-1.04%
2.62%
14.48%
9.55%
7.90%
7.58%
8.16%
7.86%
9.94%
-0.01%
-1.61%
6.87%
15.63%
6.76%
5.50%
6.73%
6.68%
6.87%
7.44%
-0.07%
-2.41%
0.37%
13.29%
8.67%
7.09%
9.60%
7.74%
6.53%
9.02%
0.62%
-2.68%
4.69%
8.55%
6.38%
5.09%
8.03%
6.62%
4.62%
4.74%
As of July 22, 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