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
-1.04%
17.39%
36.74%
8.88%
7.49%
2.55%
30.99%
2.68%
37.81%
31.74%
18.83%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
2.31%
14.90%
33.03%
12.73%
5.31%
6.75%
29.79%
-1.81%
35.95%
38.07%
18.04%
-0.34%
13.09%
36.81%
10.37%
6.16%
-2.53%
32.42%
3.63%
33.46%
37.29%
19.86%
0.63%
13.69%
29.75%
15.36%
2.36%
8.86%
27.36%
-3.06%
32.66%
31.08%
15.93%
-4.87%
20.56%
33.82%
9.26%
5.34%
8.44%
26.09%
-2.95%
28.10%
37.79%
12.73%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.46%
9.70%
17.49%
36.16%
23.72%
23.32%
17.80%
14.38%
9.89%
12.02%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
6.34%
8.99%
14.94%
42.51%
24.90%
23.35%
17.67%
13.86%
--
12.86%
7.65%
9.81%
17.92%
41.21%
23.95%
24.10%
16.98%
14.21%
10.95%
10.88%
5.15%
6.58%
13.93%
38.41%
21.57%
20.68%
16.07%
12.75%
10.09%
9.84%
2.74%
4.36%
8.23%
38.22%
19.93%
20.50%
15.89%
11.83%
10.15%
14.16%
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