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 30, 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
-3.27%
15.70%
35.95%
4.55%
-3.19%
20.74%
15.14%
-11.70%
24.61%
3.25%
19.79%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.99%
--
--
--
--
1.89%
15.82%
9.35%
-8.44%
24.13%
3.83%
17.96%
-3.39%
15.85%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
17.81%
-9.58%
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
23.08%
-11.08%
13.83%
37.68%
11.60%
-6.18%
10.92%
17.41%
-10.75%
31.35%
-2.59%
18.92%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.90%
-0.34%
18.85%
49.66%
9.57%
11.95%
10.75%
10.34%
11.03%
11.37%
2.38%
5.50%
19.19%
37.51%
18.35%
17.35%
15.35%
10.85%
8.82%
10.58%
-0.21%
0.28%
18.54%
46.07%
10.55%
9.72%
--
--
--
9.95%
0.85%
1.12%
18.99%
36.76%
8.64%
10.05%
9.93%
--
--
7.51%
-0.75%
0.24%
21.74%
61.64%
13.71%
13.05%
11.20%
8.63%
8.17%
11.34%
0.07%
0.72%
19.47%
44.23%
9.32%
10.71%
10.12%
7.62%
10.37%
7.93%
As of July 30, 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