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
8.70%
17.65%
2.48%
30.28%
2.45%
8.51%
4.93%
-5.93%
29.02%
-4.67%
25.18%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
14.20%
--
17.11%
1.37%
31.58%
4.39%
6.60%
3.75%
-4.21%
23.02%
-11.33%
25.36%
--
--
--
--
--
--
--
-5.95%
28.97%
-4.60%
25.14%
0.80%
42.99%
27.48%
16.93%
-4.42%
-1.75%
31.42%
-22.04%
44.44%
44.28%
14.02%
9.25%
17.15%
4.05%
32.36%
4.22%
5.93%
9.03%
-4.31%
31.13%
-3.23%
25.13%
As of July 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.23%
8.70%
23.92%
37.50%
13.29%
7.04%
9.53%
7.65%
10.44%
10.53%
1.60%
4.57%
11.43%
32.77%
14.46%
14.32%
10.61%
8.08%
7.43%
8.12%
2.19%
8.60%
23.99%
42.53%
9.03%
4.77%
--
--
--
9.46%
2.22%
8.70%
23.93%
37.52%
13.30%
--
--
--
--
10.56%
-2.19%
-0.44%
7.97%
48.53%
23.76%
19.04%
15.89%
--
--
17.14%
3.34%
9.97%
24.42%
37.59%
14.82%
8.88%
10.69%
8.50%
11.84%
11.91%
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