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
-0.81%
18.61%
38.77%
11.76%
-3.04%
20.86%
10.55%
-13.61%
34.75%
2.67%
18.85%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.62%
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
19.68%
-4.10%
14.33%
30.07%
11.45%
-3.77%
16.29%
6.76%
-14.66%
22.65%
2.46%
19.38%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
22.23%
--
--
--
--
1.38%
15.24%
9.17%
-8.66%
24.29%
3.76%
18.43%
As of July 29, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.38%
-0.14%
20.80%
43.35%
12.20%
11.42%
12.56%
9.62%
10.50%
11.89%
3.06%
5.31%
19.83%
37.75%
18.34%
17.47%
15.41%
10.89%
8.84%
10.60%
1.05%
0.00%
20.40%
41.77%
11.51%
11.05%
11.47%
8.96%
--
9.10%
0.85%
-1.80%
19.46%
40.13%
8.05%
7.83%
8.88%
6.81%
7.36%
10.28%
1.11%
-0.69%
22.19%
44.88%
9.76%
9.65%
11.43%
8.80%
9.87%
11.64%
0.28%
0.28%
19.02%
45.85%
10.52%
9.69%
--
--
--
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