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
-7.88%
22.86%
30.78%
7.63%
11.42%
1.51%
28.39%
0.52%
35.66%
37.88%
20.16%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
-9.83%
14.22%
34.86%
7.49%
8.85%
-0.39%
29.42%
2.47%
29.76%
45.10%
15.89%
--
--
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
22.12%
1.45%
15.85%
33.84%
16.64%
7.51%
4.88%
29.90%
-2.34%
36.14%
45.32%
16.28%
-0.56%
14.66%
36.16%
8.88%
10.01%
-2.21%
35.42%
-1.89%
31.81%
54.70%
14.70%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.56%
9.22%
18.61%
44.85%
25.18%
23.39%
17.37%
13.58%
11.06%
12.60%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
6.40%
9.85%
14.80%
40.52%
23.56%
23.68%
15.91%
13.60%
7.79%
0.61%
5.64%
11.58%
22.88%
41.96%
25.97%
24.01%
--
--
--
19.28%
5.70%
8.00%
12.22%
40.65%
25.23%
24.81%
18.70%
15.48%
10.13%
12.41%
6.23%
10.34%
11.05%
41.55%
26.16%
25.58%
17.61%
13.80%
9.76%
10.21%
As of July 23, 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