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 30, 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
3.86%
14.66%
44.80%
-2.04%
-1.55%
6.13%
34.09%
-1.32%
35.26%
53.00%
6.69%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.99%
-3.91%
12.06%
47.46%
-0.51%
-2.34%
7.47%
40.79%
-5.05%
36.76%
58.80%
-2.01%
1.20%
16.67%
45.67%
-2.46%
1.72%
3.96%
28.78%
-3.84%
36.39%
49.63%
9.66%
0.00%
16.49%
44.08%
6.81%
-1.25%
11.74%
19.61%
-12.35%
35.37%
31.82%
5.20%
-5.70%
13.12%
47.34%
5.73%
-3.97%
7.51%
24.34%
-4.55%
34.36%
40.08%
7.61%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.99%
-0.79%
2.03%
40.13%
23.45%
24.82%
16.87%
13.91%
10.82%
10.87%
2.38%
5.50%
19.19%
37.51%
18.35%
17.35%
15.35%
10.85%
8.82%
10.58%
-2.65%
-4.29%
-2.65%
34.54%
21.31%
24.06%
16.35%
13.15%
11.32%
11.83%
0.33%
0.39%
8.26%
35.84%
24.28%
22.45%
16.02%
13.34%
10.05%
11.57%
0.36%
-1.05%
5.00%
40.28%
14.85%
15.90%
13.66%
10.85%
--
10.24%
-0.61%
-1.34%
6.60%
40.46%
20.21%
20.14%
14.77%
11.46%
9.98%
10.05%
As of July 30, 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