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 22, 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
1.90%
18.97%
36.55%
11.70%
4.83%
-0.06%
34.68%
14.08%
40.26%
68.60%
11.07%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
-1.04%
15.84%
32.36%
9.20%
2.39%
6.31%
27.98%
-4.42%
29.15%
23.64%
12.99%
-0.03%
14.19%
35.64%
10.90%
6.74%
0.29%
34.85%
-0.45%
33.68%
43.42%
12.18%
-0.60%
17.10%
36.28%
8.52%
7.11%
2.21%
30.54%
2.34%
37.35%
31.30%
11.55%
-0.48%
12.90%
36.53%
10.32%
5.93%
-2.62%
32.15%
3.46%
33.39%
36.97%
11.34%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.28%
7.25%
10.82%
52.82%
36.42%
33.64%
22.19%
15.66%
11.59%
13.12%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
4.94%
10.21%
13.62%
35.92%
16.33%
18.42%
14.73%
11.22%
--
12.52%
5.65%
8.75%
12.28%
40.77%
24.11%
24.66%
17.64%
12.85%
8.86%
12.36%
6.30%
12.13%
12.10%
32.79%
21.83%
22.47%
17.51%
13.70%
9.49%
12.19%
7.28%
10.50%
11.34%
35.38%
21.92%
23.32%
16.74%
13.10%
10.05%
10.46%
As of June 22, 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