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
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
16.44%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.99%
--
--
--
--
--
--
18.00%
-4.06%
25.44%
2.74%
17.75%
2.89%
14.13%
30.37%
9.92%
-4.41%
13.72%
13.63%
-7.75%
24.87%
5.93%
17.69%
0.62%
12.64%
30.52%
11.96%
-1.73%
13.90%
17.37%
-5.89%
27.36%
7.33%
19.06%
3.44%
14.31%
29.21%
10.01%
-8.27%
16.28%
16.21%
-9.74%
25.16%
-2.16%
17.78%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.23%
2.23%
17.81%
30.69%
10.04%
9.40%
10.37%
7.94%
6.35%
8.80%
2.38%
5.50%
19.19%
37.51%
18.35%
17.35%
15.35%
10.85%
8.82%
10.58%
2.53%
4.35%
18.98%
30.69%
11.60%
--
--
--
--
12.70%
-0.18%
0.94%
20.33%
41.52%
11.98%
11.96%
11.40%
--
--
8.79%
1.93%
3.17%
20.88%
38.19%
13.93%
13.98%
12.58%
9.20%
8.34%
9.47%
2.35%
4.51%
18.74%
31.05%
8.30%
10.44%
10.03%
6.54%
7.70%
8.48%
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