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 26, 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
-7.82%
20.20%
35.30%
10.46%
-7.45%
14.63%
14.04%
-18.44%
30.31%
8.57%
24.02%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.69%
-10.27%
25.72%
29.06%
5.34%
-3.58%
10.09%
17.92%
-18.26%
33.11%
7.10%
21.66%
-5.23%
17.83%
37.43%
15.47%
-5.55%
11.27%
15.76%
-19.69%
22.30%
-0.03%
21.85%
-1.53%
12.15%
32.15%
5.53%
-7.64%
21.37%
7.73%
-10.41%
28.22%
6.06%
19.02%
--
--
--
--
1.13%
15.04%
8.43%
-9.11%
23.53%
3.01%
17.46%
As of July 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.94%
0.10%
19.00%
65.56%
12.49%
11.50%
10.72%
7.48%
--
8.25%
3.40%
5.98%
15.71%
39.66%
18.10%
17.54%
15.07%
10.95%
8.86%
10.61%
-2.74%
-0.11%
16.96%
60.46%
12.25%
11.68%
9.98%
7.80%
7.29%
10.52%
-0.82%
0.38%
16.44%
46.92%
7.29%
7.90%
9.48%
7.13%
--
8.21%
-2.35%
-1.06%
14.76%
48.60%
11.49%
11.28%
9.65%
8.06%
7.98%
9.64%
-1.40%
0.43%
14.59%
45.70%
9.53%
8.93%
--
--
--
9.18%
As of July 26, 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