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 29, 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
8.19%
10.17%
24.08%
4.16%
-2.91%
15.64%
20.96%
-0.53%
25.44%
8.72%
18.31%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.62%
-1.24%
16.62%
29.07%
6.91%
-7.18%
18.63%
15.52%
-9.84%
25.90%
0.73%
18.06%
3.44%
14.31%
29.21%
10.01%
-8.27%
16.28%
16.21%
-9.74%
25.16%
-2.16%
18.05%
6.93%
10.69%
31.42%
7.71%
-5.58%
9.32%
15.87%
-11.86%
21.14%
6.15%
15.61%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
16.84%
As of July 29, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.11%
3.51%
20.87%
37.85%
15.76%
15.27%
12.46%
10.25%
--
11.17%
3.06%
5.31%
19.83%
37.75%
18.34%
17.47%
15.41%
10.89%
8.84%
10.60%
0.47%
-0.49%
18.60%
39.99%
9.79%
10.95%
10.47%
7.27%
7.03%
10.25%
2.74%
4.50%
19.01%
30.32%
8.47%
10.49%
10.05%
6.56%
7.75%
8.49%
0.50%
-0.03%
18.37%
35.08%
8.49%
10.22%
9.71%
6.73%
6.12%
8.05%
1.89%
2.45%
18.98%
32.63%
11.73%
11.65%
12.14%
9.00%
--
9.65%
As of July 29, 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