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 29, 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
2.17%
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
22.62%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.62%
2.07%
20.32%
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
22.68%
0.62%
18.57%
39.49%
13.29%
2.06%
15.25%
15.64%
-14.74%
30.14%
5.91%
20.37%
2.35%
20.76%
32.59%
15.32%
-2.71%
14.70%
13.81%
-11.77%
26.57%
0.18%
22.18%
-0.56%
18.91%
39.12%
12.04%
-2.73%
21.59%
11.16%
-13.10%
35.53%
3.28%
19.25%
As of July 29, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.18%
-0.53%
22.52%
45.62%
10.32%
10.21%
12.00%
9.31%
10.32%
12.12%
3.06%
5.31%
19.83%
37.75%
18.34%
17.47%
15.41%
10.89%
8.84%
10.60%
1.13%
-0.50%
22.46%
46.22%
10.44%
10.48%
12.22%
9.44%
--
10.19%
0.83%
-0.21%
22.10%
47.10%
11.63%
11.85%
13.17%
11.64%
11.32%
10.46%
1.20%
-0.47%
22.18%
45.08%
10.25%
10.29%
12.25%
9.49%
--
9.64%
1.44%
0.02%
21.16%
44.18%
12.84%
12.07%
13.05%
10.04%
10.87%
12.25%
As of July 29, 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