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 27, 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
11.01%
31.93%
51.40%
31.94%
12.98%
-10.28%
28.09%
1.35%
29.25%
30.27%
9.98%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.04%
7.96%
20.07%
56.10%
32.58%
6.22%
-10.08%
24.38%
7.64%
28.22%
21.40%
8.63%
13.03%
25.48%
56.32%
35.85%
5.36%
-14.40%
31.40%
-3.40%
18.58%
41.67%
6.73%
4.42%
21.10%
42.88%
20.66%
3.23%
-11.50%
15.75%
0.73%
32.33%
14.71%
7.10%
10.57%
19.10%
42.68%
25.42%
7.21%
-3.33%
23.36%
5.55%
21.97%
18.24%
14.23%
As of July 27, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.39%
4.06%
8.52%
28.12%
18.83%
17.54%
19.90%
16.80%
14.24%
15.27%
1.53%
4.33%
14.80%
34.67%
14.43%
14.49%
10.94%
7.94%
7.49%
8.15%
-0.90%
1.23%
7.59%
18.92%
15.65%
15.34%
17.90%
13.99%
11.37%
12.90%
-1.04%
2.12%
7.82%
30.85%
15.15%
16.83%
18.36%
15.73%
14.17%
15.96%
1.69%
2.63%
9.21%
19.95%
14.63%
11.83%
12.87%
10.22%
8.12%
11.18%
2.91%
5.80%
12.40%
26.36%
16.81%
14.85%
16.89%
12.57%
--
11.18%
As of July 27, 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