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 22, 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
0.69%
17.58%
40.30%
8.52%
10.18%
1.76%
34.12%
-0.23%
29.97%
32.73%
15.56%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.21%
0.68%
13.59%
36.25%
9.36%
5.64%
3.84%
31.27%
0.16%
33.92%
49.02%
16.77%
-3.27%
19.75%
29.90%
13.61%
8.58%
0.57%
27.34%
-4.41%
35.48%
33.72%
21.02%
-1.39%
16.24%
35.26%
7.70%
6.29%
1.45%
29.56%
1.58%
36.31%
30.31%
16.31%
-1.27%
15.59%
35.42%
7.74%
7.22%
0.07%
32.71%
2.88%
33.77%
34.94%
17.50%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.57%
8.71%
13.54%
30.72%
20.93%
21.75%
17.24%
13.29%
9.16%
8.82%
2.95%
5.99%
14.51%
35.40%
18.11%
17.18%
14.81%
11.02%
8.76%
10.57%
5.79%
9.92%
13.97%
40.69%
26.54%
25.48%
17.79%
13.72%
9.54%
12.51%
4.72%
9.73%
16.75%
39.54%
23.27%
21.72%
16.36%
12.73%
8.72%
10.43%
4.64%
9.24%
15.07%
30.09%
21.85%
21.60%
16.37%
13.44%
9.11%
11.61%
4.23%
9.65%
15.73%
35.26%
23.39%
23.50%
16.83%
13.57%
9.57%
8.24%
As of July 22, 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