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
10.95%
16.77%
0.95%
31.10%
3.05%
4.48%
4.12%
-7.02%
30.32%
-3.90%
26.45%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.07%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
25.47%
9.23%
15.79%
2.42%
30.74%
4.32%
5.29%
4.45%
-6.02%
27.67%
-3.13%
26.17%
8.85%
16.78%
3.68%
31.92%
3.91%
5.58%
8.73%
-4.61%
30.73%
-3.51%
26.33%
7.81%
16.26%
0.33%
23.43%
2.69%
3.65%
11.19%
-5.62%
31.13%
-1.76%
26.52%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.35%
8.88%
26.64%
35.37%
14.12%
6.92%
9.49%
6.92%
10.49%
9.82%
1.79%
4.80%
16.23%
35.14%
14.58%
14.29%
11.05%
7.87%
7.48%
8.15%
4.26%
8.68%
26.28%
30.48%
12.52%
5.94%
9.01%
5.87%
9.53%
10.08%
5.32%
9.13%
27.71%
30.42%
14.01%
6.84%
9.77%
5.53%
8.36%
9.12%
5.42%
9.69%
27.04%
33.77%
15.06%
8.65%
10.85%
7.97%
11.58%
11.56%
4.31%
8.24%
26.70%
29.89%
16.11%
9.28%
9.76%
7.90%
--
11.19%
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