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
--
--
--
--
--
--
--
--
29.02%
23.87%
19.22%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.21%
-0.52%
17.84%
37.09%
15.85%
1.27%
10.34%
24.19%
-3.38%
33.96%
22.66%
17.02%
--
--
--
--
--
--
--
-5.97%
28.70%
21.14%
16.22%
1.15%
17.62%
35.82%
16.18%
6.83%
5.76%
21.92%
-1.99%
34.12%
18.04%
15.69%
1.47%
17.29%
35.63%
15.89%
6.87%
5.69%
22.01%
-1.64%
33.79%
18.38%
14.32%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.55%
6.57%
14.73%
41.69%
19.17%
--
--
--
--
18.88%
2.95%
5.99%
14.51%
35.40%
18.11%
17.18%
14.81%
11.02%
8.76%
10.57%
3.74%
6.76%
14.21%
36.81%
20.23%
19.29%
16.21%
11.07%
8.49%
6.97%
2.04%
6.71%
13.58%
37.52%
16.76%
--
--
--
--
16.60%
2.86%
4.79%
13.22%
34.96%
18.56%
17.05%
15.54%
11.49%
8.87%
8.88%
2.93%
5.05%
11.88%
33.62%
18.21%
16.91%
15.40%
11.44%
8.83%
8.61%
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