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 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
-3.47%
16.07%
31.12%
12.15%
-1.97%
23.69%
10.90%
-14.49%
30.17%
3.35%
17.13%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
-4.03%
16.89%
35.44%
12.36%
-4.97%
14.27%
13.54%
-13.23%
31.62%
6.85%
14.95%
-5.02%
19.27%
31.24%
10.33%
-3.65%
24.02%
11.34%
-10.86%
19.30%
9.58%
17.24%
--
--
30.71%
6.53%
-3.28%
20.87%
10.72%
-11.42%
24.71%
-0.66%
14.75%
-1.22%
15.89%
29.34%
15.76%
-2.07%
22.17%
11.02%
-13.44%
28.24%
1.12%
12.98%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.07%
0.23%
17.96%
46.47%
9.65%
11.52%
11.58%
9.63%
--
9.57%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
-3.61%
1.17%
16.50%
50.31%
11.76%
11.93%
11.17%
8.57%
--
9.80%
-4.45%
1.59%
17.92%
46.56%
9.47%
11.54%
11.27%
9.40%
10.29%
11.20%
-3.91%
0.87%
16.12%
40.80%
5.95%
9.00%
--
--
--
10.65%
-4.02%
1.09%
13.53%
34.56%
8.02%
9.56%
11.06%
9.20%
--
9.76%
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