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 27, 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
-8.79%
24.70%
34.32%
7.98%
-1.31%
12.70%
13.36%
-14.49%
30.74%
0.48%
16.00%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.13%
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
18.96%
-3.84%
11.53%
43.69%
5.31%
-2.42%
15.85%
13.63%
-18.47%
28.65%
8.96%
16.94%
-3.09%
16.06%
33.51%
6.29%
-4.94%
20.70%
11.64%
-13.13%
28.57%
0.30%
17.34%
-4.81%
16.90%
32.45%
12.58%
-7.96%
14.23%
13.67%
-11.62%
25.74%
5.66%
21.52%
As of July 27, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.01%
-3.06%
14.95%
39.98%
8.43%
9.68%
10.49%
8.54%
9.06%
8.83%
2.91%
5.50%
18.20%
37.99%
18.17%
17.45%
15.25%
10.94%
8.82%
10.59%
-0.87%
-0.04%
19.96%
41.34%
8.29%
8.40%
8.62%
6.88%
7.38%
9.75%
-2.41%
-2.07%
16.66%
47.24%
9.32%
10.30%
10.30%
8.62%
8.55%
9.39%
-0.40%
0.67%
17.07%
36.45%
8.47%
10.16%
9.92%
--
--
7.67%
-0.74%
0.11%
20.84%
45.99%
11.44%
11.62%
10.66%
8.39%
--
9.32%
As of July 27, 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