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
7.96%
20.07%
56.10%
32.58%
6.22%
-10.08%
24.38%
7.64%
28.22%
21.40%
8.33%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
12.40%
11.01%
31.93%
51.40%
31.94%
12.98%
-10.28%
28.09%
1.35%
29.25%
30.27%
8.18%
13.03%
25.48%
56.32%
35.85%
5.36%
-14.40%
31.40%
-3.40%
18.58%
41.67%
6.04%
11.50%
15.17%
43.26%
28.57%
12.71%
-8.94%
19.66%
1.21%
22.98%
12.67%
10.92%
7.30%
24.84%
55.97%
34.93%
8.42%
-12.27%
22.66%
4.41%
29.28%
25.60%
3.59%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.69%
5.08%
8.35%
21.34%
15.94%
17.23%
17.74%
14.37%
11.25%
12.94%
2.07%
7.31%
14.44%
37.31%
14.48%
14.51%
10.86%
7.97%
7.22%
8.09%
5.75%
6.71%
6.64%
30.62%
18.62%
18.62%
19.76%
16.97%
13.96%
15.26%
6.58%
9.16%
5.20%
32.62%
14.55%
18.99%
18.40%
15.88%
14.04%
16.00%
5.03%
10.53%
12.54%
19.93%
14.73%
12.34%
14.74%
12.05%
10.85%
16.21%
3.16%
4.41%
4.06%
23.62%
16.45%
15.99%
17.89%
13.98%
10.72%
12.30%
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