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
1.05%
21.31%
35.24%
14.56%
3.58%
2.94%
28.77%
-2.20%
38.10%
34.45%
18.26%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.21%
-0.52%
12.44%
29.57%
12.59%
5.98%
0.52%
30.40%
2.76%
33.02%
32.46%
16.97%
-9.66%
17.74%
33.99%
11.20%
0.75%
11.00%
32.35%
-6.44%
29.37%
18.80%
18.85%
2.61%
12.40%
30.00%
12.66%
3.49%
4.88%
25.09%
-1.77%
28.71%
30.62%
17.32%
-1.44%
13.72%
30.22%
7.97%
6.15%
3.35%
26.93%
-1.90%
28.61%
38.82%
16.13%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.04%
7.85%
16.04%
35.79%
24.92%
22.70%
17.74%
13.64%
10.29%
9.54%
2.95%
5.99%
14.51%
35.40%
18.11%
17.18%
14.81%
11.02%
8.76%
10.57%
5.06%
9.63%
15.21%
31.89%
22.16%
22.78%
15.95%
--
--
12.34%
4.08%
8.27%
16.57%
38.30%
16.57%
19.53%
13.89%
--
--
14.60%
5.12%
9.00%
14.21%
35.29%
20.52%
19.41%
15.09%
11.32%
--
10.21%
3.83%
8.20%
13.49%
35.14%
21.79%
20.24%
15.10%
11.95%
8.95%
10.75%
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