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
2.90%
17.46%
36.00%
18.75%
9.09%
6.68%
32.29%
-0.44%
38.86%
48.30%
16.09%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
17.21%
1.98%
19.66%
41.10%
18.44%
1.43%
7.94%
32.09%
-0.64%
38.56%
47.96%
15.95%
2.96%
17.94%
36.23%
18.69%
9.19%
6.77%
32.29%
-0.63%
38.66%
47.94%
16.07%
2.42%
17.14%
35.06%
17.84%
8.59%
5.93%
31.21%
-1.37%
37.53%
46.78%
15.58%
3.67%
18.53%
36.96%
18.96%
9.16%
6.44%
31.25%
-1.22%
38.26%
48.59%
16.37%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.67%
8.60%
11.93%
37.85%
27.34%
26.92%
20.64%
17.22%
11.68%
7.97%
2.95%
5.99%
14.51%
35.40%
18.11%
17.18%
14.81%
11.02%
8.76%
10.57%
4.65%
8.56%
11.83%
37.63%
27.07%
26.67%
20.11%
15.77%
--
13.65%
4.67%
8.62%
11.90%
37.79%
27.13%
26.77%
20.63%
17.35%
11.86%
7.45%
4.60%
8.42%
11.50%
36.70%
26.13%
25.77%
19.75%
16.55%
11.03%
13.51%
4.67%
8.62%
12.04%
38.24%
27.69%
26.38%
20.71%
17.44%
11.95%
6.86%
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