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)
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--
--
--
--
--
--
--
% 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
4.90%
17.13%
0.65%
29.50%
4.31%
3.87%
4.99%
-5.91%
24.00%
-3.70%
29.72%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.04%
9.16%
14.94%
1.61%
29.85%
2.75%
3.18%
4.51%
-8.58%
27.61%
-7.16%
31.37%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
28.31%
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
26.64%
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
26.50%
As of July 27, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.42%
11.34%
29.72%
42.27%
13.99%
7.21%
9.20%
6.49%
9.94%
10.16%
1.53%
4.33%
14.80%
34.67%
14.43%
14.49%
10.94%
7.94%
7.49%
8.15%
3.51%
10.30%
28.26%
47.32%
13.37%
6.47%
8.82%
6.79%
10.03%
9.44%
3.74%
10.67%
28.19%
41.93%
11.90%
5.92%
8.71%
5.81%
9.26%
9.20%
5.15%
11.85%
27.89%
37.11%
12.93%
6.79%
9.08%
6.50%
9.11%
9.83%
4.47%
10.80%
27.54%
39.09%
14.63%
8.67%
10.37%
7.57%
11.07%
11.09%
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