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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% 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
12.19%
24.82%
55.52%
35.18%
4.87%
-14.84%
30.73%
-4.03%
17.71%
40.72%
9.69%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
14.20%
--
--
--
--
--
--
--
--
--
37.57%
6.23%
7.56%
19.50%
49.04%
26.06%
12.33%
-8.86%
21.23%
-3.31%
32.82%
22.18%
9.03%
4.46%
15.22%
44.20%
27.10%
8.06%
-15.12%
15.94%
5.81%
25.64%
12.73%
11.66%
4.42%
21.10%
42.88%
20.66%
3.23%
-11.50%
15.75%
0.73%
32.33%
14.71%
7.40%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.74%
7.61%
3.70%
31.83%
14.30%
17.06%
17.48%
15.33%
13.63%
15.36%
1.60%
4.57%
11.43%
32.77%
14.46%
14.32%
10.61%
8.08%
7.43%
8.12%
1.90%
3.40%
-1.08%
28.18%
--
--
--
--
--
25.79%
1.80%
4.32%
3.87%
20.74%
15.84%
14.13%
15.80%
12.23%
11.01%
12.21%
2.15%
6.44%
8.35%
17.49%
15.62%
11.45%
13.09%
11.45%
8.88%
13.24%
2.80%
4.16%
3.70%
18.49%
14.78%
12.04%
12.50%
10.40%
8.01%
11.19%
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