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 23, 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
8.31%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
9.89%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.17%
8.25%
13.58%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
5.18%
13.02%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
4.37%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
6.18%
14.72%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
15.68%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.90%
-0.67%
8.04%
17.00%
7.57%
5.97%
7.10%
6.98%
7.20%
7.64%
2.57%
4.66%
12.38%
35.03%
14.78%
14.51%
10.71%
8.14%
7.54%
8.16%
1.95%
-0.08%
3.44%
10.08%
12.25%
9.12%
11.00%
8.53%
9.11%
12.43%
2.29%
-1.51%
2.50%
15.08%
8.89%
8.78%
10.30%
8.70%
7.43%
8.91%
3.40%
-0.69%
5.94%
11.72%
10.75%
7.93%
10.71%
8.57%
--
9.85%
0.76%
-2.02%
12.62%
26.26%
13.52%
9.31%
11.20%
9.03%
8.23%
8.92%
As of July 23, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of June 30, 2021