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 29, 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
-2.98%
10.79%
25.81%
8.44%
-3.69%
18.76%
13.63%
-13.82%
30.05%
-1.21%
13.91%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.62%
-2.73%
9.99%
25.62%
8.75%
-4.09%
18.43%
13.65%
-13.58%
29.85%
-1.74%
13.78%
-3.16%
16.35%
31.36%
12.47%
-1.74%
24.06%
11.12%
-14.34%
30.67%
3.52%
20.92%
1.67%
19.86%
31.37%
14.81%
-3.20%
14.56%
13.52%
-12.30%
25.96%
0.18%
22.37%
--
11.89%
22.17%
7.02%
0.00%
19.13%
13.77%
-7.48%
26.90%
-3.52%
12.41%
As of July 29, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.98%
-1.82%
15.33%
32.76%
7.73%
9.02%
8.84%
7.98%
--
9.90%
3.06%
5.31%
19.83%
37.75%
18.34%
17.47%
15.41%
10.89%
8.84%
10.60%
1.00%
-1.89%
15.22%
32.44%
7.54%
8.86%
8.68%
7.74%
8.65%
10.81%
0.63%
-0.76%
20.32%
45.83%
10.60%
11.54%
12.25%
10.03%
--
9.96%
1.12%
-0.63%
22.21%
45.57%
9.99%
10.03%
11.78%
9.01%
--
9.76%
-0.36%
-4.51%
14.37%
34.91%
7.15%
9.51%
--
--
--
10.35%
As of July 29, 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