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 23, 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
-0.27%
12.20%
41.49%
8.33%
4.47%
6.45%
28.57%
-2.29%
30.41%
32.04%
7.92%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.41%
1.65%
10.90%
28.77%
7.53%
-0.20%
0.23%
20.88%
-1.20%
36.02%
26.80%
6.36%
--
--
--
--
--
7.26%
31.80%
-6.26%
32.15%
31.66%
9.51%
-2.01%
18.44%
36.43%
5.12%
0.49%
7.26%
22.40%
-4.55%
37.14%
33.03%
12.16%
1.89%
19.40%
38.50%
4.05%
-5.27%
5.06%
27.86%
-2.15%
38.24%
32.89%
10.97%
As of July 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.20%
-2.23%
1.83%
36.18%
16.50%
18.71%
14.54%
13.00%
--
12.17%
4.11%
5.91%
15.68%
38.47%
18.43%
17.42%
14.93%
11.10%
8.90%
10.60%
2.93%
1.48%
4.26%
31.75%
16.09%
16.28%
11.77%
11.25%
--
10.27%
2.41%
0.53%
2.82%
36.88%
16.05%
19.42%
--
--
--
15.19%
3.67%
4.60%
9.00%
38.05%
21.35%
18.89%
14.98%
12.59%
--
12.12%
2.49%
2.71%
8.92%
41.88%
19.38%
20.08%
14.80%
11.94%
--
11.82%
As of July 23, 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