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
8.08%
4.29%
20.15%
8.89%
-8.25%
17.00%
8.93%
-2.15%
18.77%
-3.43%
8.71%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
12.40%
19.44%
5.65%
13.89%
25.49%
-7.15%
18.09%
10.88%
2.92%
27.10%
-1.66%
4.71%
11.12%
4.26%
18.20%
20.13%
-6.54%
23.61%
0.62%
0.91%
19.93%
-2.42%
1.78%
--
--
--
26.20%
-5.41%
16.81%
11.62%
3.79%
24.20%
-1.05%
3.44%
16.47%
9.13%
18.47%
16.44%
-7.91%
12.85%
13.87%
3.46%
27.71%
4.36%
4.84%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.25%
3.98%
11.18%
21.28%
7.46%
6.17%
7.06%
6.97%
6.82%
7.47%
2.07%
7.31%
14.44%
37.31%
14.48%
14.51%
10.86%
7.97%
7.22%
8.09%
-2.45%
4.77%
7.80%
14.94%
11.15%
8.24%
10.58%
9.17%
8.83%
8.02%
-1.52%
4.33%
4.83%
15.27%
6.96%
4.75%
7.96%
7.32%
6.24%
7.68%
-2.25%
4.36%
6.44%
14.47%
10.13%
7.86%
--
--
--
8.68%
-1.35%
5.34%
7.90%
16.33%
13.58%
10.07%
10.68%
8.95%
8.29%
9.10%
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