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
7.39%
19.42%
55.26%
31.88%
5.67%
-10.55%
23.72%
7.06%
27.56%
20.78%
9.58%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
14.20%
--
30.94%
51.20%
31.85%
12.51%
-10.63%
26.66%
0.63%
28.80%
26.55%
10.23%
18.12%
36.57%
63.12%
33.84%
10.77%
-23.85%
25.37%
-4.11%
25.35%
31.81%
-1.74%
13.03%
25.48%
56.32%
35.85%
5.36%
-14.32%
31.49%
-3.35%
18.63%
41.74%
10.12%
11.01%
31.93%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
10.98%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.40%
3.46%
3.40%
18.08%
15.14%
15.23%
16.85%
13.68%
10.77%
12.35%
1.60%
4.57%
11.43%
32.77%
14.46%
14.32%
10.61%
8.08%
7.43%
8.12%
3.30%
6.66%
3.63%
24.14%
16.80%
16.31%
--
--
--
20.87%
-0.10%
2.71%
-6.70%
10.10%
11.10%
13.30%
16.94%
13.97%
9.75%
7.67%
3.82%
7.81%
4.07%
32.70%
15.12%
17.87%
18.20%
16.09%
14.41%
16.15%
2.63%
6.41%
4.10%
27.99%
18.47%
17.61%
19.32%
17.00%
14.24%
15.30%
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