Performance Versus Category

 
20%
15%
10%
5%
0
No Data Available
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Name
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019 *
26.46%
14.12%
0.90%
15.94%
36.09%
6.40%
-4.25%
8.54%
17.17%
-11.14%
12.86%
26.46%
15.06%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
16.29%
24.81%
11.75%
-0.79%
18.58%
34.32%
9.76%
-5.96%
12.81%
17.98%
-10.42%
10.02%
18.69%
12.68%
0.30%
9.70%
28.44%
7.12%
-2.31%
11.90%
14.09%
-9.51%
10.76%
25.28%
11.34%
-0.76%
11.40%
28.90%
13.71%
-3.46%
13.52%
15.62%
-6.50%
12.94%
17.98%
9.06%
1.25%
18.96%
38.67%
13.23%
-5.71%
14.24%
13.26%
-8.19%
11.67%
As of June 14, 2019. *Indicates data for the year is incomplete.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.69%
2.28%
8.53%
0.57%
8.62%
4.71%
10.83%
6.47%
4.44%
7.21%
2.09%
3.32%
12.20%
5.87%
13.91%
10.57%
14.16%
8.71%
6.11%
9.69%
1.06%
0.32%
6.53%
-1.30%
9.53%
5.52%
10.89%
7.52%
6.61%
7.37%
1.55%
1.47%
7.61%
0.13%
7.50%
5.13%
9.52%
6.05%
3.69%
5.37%
2.79%
2.79%
8.69%
7.90%
8.26%
7.57%
10.74%
--
--
11.94%
1.45%
-0.28%
8.07%
1.27%
9.33%
5.55%
11.46%
6.92%
5.13%
10.43%
As of June 14, 2019. 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, 2019