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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 18, 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
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
17.93%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
10.64%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
21.47%
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
18.76%
5.65%
15.14%
2.57%
29.53%
4.48%
5.09%
6.55%
-4.67%
32.33%
-3.31%
20.18%
5.19%
18.78%
2.35%
30.69%
1.86%
8.22%
7.81%
-2.78%
26.87%
-0.37%
18.91%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.14%
11.56%
20.58%
26.72%
11.15%
6.61%
8.63%
6.33%
8.71%
9.59%
0.99%
5.91%
11.66%
35.32%
13.53%
14.59%
10.85%
7.87%
7.19%
8.02%
5.28%
11.61%
23.86%
31.51%
10.47%
5.98%
8.48%
5.76%
8.95%
8.98%
4.62%
11.45%
21.26%
28.36%
12.83%
8.60%
10.03%
7.50%
10.76%
10.81%
3.91%
11.61%
22.15%
30.41%
14.29%
9.35%
9.91%
7.56%
10.51%
11.25%
5.52%
12.25%
21.07%
28.79%
13.61%
9.44%
10.64%
8.38%
9.94%
10.26%
As of June 18, 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