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
-3.93%
17.85%
33.63%
13.50%
-7.16%
15.26%
14.62%
-10.91%
26.76%
6.59%
21.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
-0.03%
11.91%
34.16%
12.23%
1.03%
21.11%
16.08%
-9.95%
28.82%
8.16%
22.72%
-6.58%
22.11%
37.22%
11.85%
-6.41%
16.19%
15.78%
-17.31%
31.86%
9.38%
24.52%
0.64%
18.51%
39.66%
13.44%
2.16%
15.35%
15.69%
-14.59%
30.28%
6.01%
18.62%
-0.72%
16.44%
30.16%
16.80%
-1.22%
23.19%
11.96%
-12.66%
29.31%
1.97%
15.63%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.77%
0.66%
16.76%
46.51%
12.43%
12.39%
11.21%
9.45%
--
10.23%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
0.63%
0.78%
17.71%
49.21%
13.86%
13.87%
13.01%
11.68%
10.76%
12.11%
-1.58%
0.40%
17.74%
64.93%
13.78%
12.83%
12.01%
9.06%
9.57%
12.29%
-0.43%
0.29%
14.21%
45.56%
11.45%
11.72%
12.60%
11.82%
11.34%
10.44%
0.57%
-0.53%
12.26%
34.21%
9.37%
10.00%
11.85%
10.21%
--
10.55%
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