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 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
1.44%
12.74%
29.10%
12.57%
-3.22%
9.71%
14.98%
-4.80%
34.81%
29.03%
11.10%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.73%
-5.01%
19.34%
33.54%
13.51%
1.98%
2.07%
33.23%
-5.57%
31.48%
21.54%
12.27%
-0.52%
12.44%
29.57%
12.59%
5.98%
0.52%
30.40%
2.76%
33.02%
32.46%
11.39%
1.05%
21.31%
35.24%
14.56%
3.58%
2.94%
28.77%
-2.20%
38.10%
34.45%
13.67%
2.61%
12.40%
30.00%
12.66%
3.49%
4.88%
25.09%
-1.77%
28.71%
30.62%
11.61%
As of June 23, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.16%
8.05%
11.50%
36.35%
19.16%
17.09%
13.84%
10.60%
7.91%
5.58%
2.19%
8.86%
15.80%
37.60%
17.63%
17.18%
15.02%
10.78%
8.53%
10.49%
2.11%
8.73%
13.93%
36.87%
17.62%
17.98%
14.89%
--
--
12.32%
6.45%
11.59%
13.12%
32.09%
21.08%
22.16%
16.07%
--
--
12.00%
5.04%
11.43%
15.44%
37.22%
24.00%
22.67%
17.87%
13.12%
9.99%
9.37%
5.53%
10.86%
13.59%
35.32%
19.39%
19.04%
15.22%
10.87%
--
9.96%
As of June 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 May 31, 2021