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
--
12.12%
43.04%
21.13%
18.13%
9.06%
12.62%
2.17%
23.67%
18.61%
9.13%
-9.08%
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
18.50%
1.37%
15.00%
31.23%
12.67%
0.50%
10.99%
20.76%
-5.21%
30.43%
20.31%
12.38%
3.07%
11.45%
39.42%
22.45%
19.13%
7.29%
12.24%
2.44%
23.32%
14.54%
9.72%
--
12.34%
40.72%
23.37%
19.91%
7.85%
13.27%
3.03%
24.16%
15.31%
9.56%
--
--
--
17.65%
0.25%
6.59%
16.38%
0.18%
15.52%
12.42%
7.88%
As of June 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.66%
4.85%
9.91%
27.77%
13.98%
16.16%
--
--
--
17.43%
3.94%
7.79%
16.88%
34.15%
11.43%
11.81%
8.40%
7.50%
7.91%
8.03%
2.26%
6.59%
13.28%
37.98%
16.95%
17.05%
14.33%
9.94%
7.78%
9.99%
4.44%
6.36%
10.72%
24.33%
13.20%
15.08%
16.17%
9.91%
6.02%
7.37%
3.93%
5.99%
10.56%
24.60%
13.81%
15.76%
--
--
--
17.50%
3.18%
4.83%
8.76%
20.52%
10.34%
12.69%
--
--
--
11.14%
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