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 June 17, 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
3.44%
14.31%
29.21%
10.01%
-8.27%
16.28%
16.21%
-9.74%
25.16%
-2.16%
14.00%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.19%
--
--
--
--
--
--
--
--
--
6.84%
15.21%
8.19%
10.17%
24.08%
4.16%
-2.91%
15.64%
20.96%
-0.53%
25.44%
8.72%
14.60%
3.05%
10.84%
19.06%
11.82%
0.11%
18.82%
12.82%
-4.88%
23.59%
0.47%
9.67%
1.77%
19.23%
32.18%
12.77%
-2.87%
13.91%
18.97%
-8.07%
30.26%
6.08%
17.02%
As of June 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.12%
7.39%
15.03%
30.50%
7.56%
10.50%
9.68%
6.72%
7.66%
8.36%
1.56%
6.62%
14.26%
37.75%
17.10%
17.54%
15.07%
10.71%
8.56%
10.48%
-1.41%
5.11%
16.42%
37.79%
--
--
--
--
--
16.95%
-1.38%
6.87%
15.69%
38.48%
14.64%
15.84%
12.17%
10.34%
--
11.04%
-0.20%
5.78%
9.89%
23.99%
9.17%
9.60%
10.00%
7.76%
7.83%
9.98%
-1.56%
4.70%
18.33%
38.37%
13.49%
14.56%
13.03%
10.03%
8.92%
10.55%
As of June 17, 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 May 31, 2021