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
16.80%
0.44%
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
3.88%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
14.20%
7.26%
3.46%
19.48%
8.05%
-9.05%
16.20%
8.04%
-2.74%
17.69%
-3.98%
8.00%
18.85%
5.08%
13.19%
24.54%
-7.84%
17.13%
10.02%
2.19%
26.16%
-2.41%
5.32%
7.19%
12.38%
25.34%
19.69%
-13.28%
14.79%
12.98%
0.68%
26.09%
3.50%
3.67%
11.89%
5.99%
19.16%
20.32%
-11.60%
12.63%
16.46%
7.52%
21.10%
-1.27%
2.91%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.56%
-2.85%
4.30%
7.74%
5.58%
4.31%
7.32%
5.97%
4.00%
4.11%
1.60%
4.57%
11.43%
32.77%
14.46%
14.32%
10.61%
8.08%
7.43%
8.12%
-0.01%
-1.95%
6.35%
14.78%
5.92%
4.69%
5.92%
5.88%
6.07%
6.64%
0.89%
-1.75%
6.19%
9.51%
9.69%
6.67%
9.67%
8.18%
8.31%
7.45%
0.12%
-0.84%
2.07%
8.58%
10.53%
7.80%
9.77%
7.37%
7.85%
11.69%
0.48%
-2.66%
1.13%
13.18%
7.24%
7.49%
9.07%
7.52%
6.16%
7.73%
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