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 15, 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
14.72%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
19.53%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
13.09%
25.15%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
16.15%
8.31%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
11.68%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
6.89%
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
6.76%
As of June 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.89%
5.23%
20.69%
37.99%
16.59%
11.03%
11.94%
9.35%
8.33%
9.11%
2.89%
8.09%
16.20%
41.60%
14.08%
15.17%
10.88%
8.18%
7.24%
8.12%
1.66%
8.95%
13.85%
22.80%
8.79%
6.52%
9.67%
9.02%
7.95%
9.38%
0.93%
4.76%
11.02%
23.86%
9.31%
7.27%
7.81%
7.34%
7.02%
7.76%
1.09%
5.39%
7.12%
16.41%
12.72%
9.19%
11.25%
8.94%
--
9.95%
1.00%
5.32%
6.96%
16.43%
12.56%
8.86%
--
--
--
9.28%
As of June 15, 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