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
-6.10%
26.04%
36.72%
11.84%
2.90%
4.32%
23.26%
-0.14%
37.78%
28.24%
7.56%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
-0.56%
16.23%
35.89%
7.99%
7.45%
0.40%
33.10%
3.28%
34.42%
35.52%
13.04%
--
--
29.00%
9.96%
4.79%
8.23%
28.31%
2.66%
38.29%
34.50%
16.15%
2.93%
12.62%
34.35%
9.45%
4.36%
-2.47%
32.92%
0.63%
32.70%
32.16%
8.85%
-0.50%
14.35%
24.24%
8.26%
2.04%
0.09%
30.05%
-4.47%
29.45%
31.89%
10.83%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.44%
9.69%
7.52%
27.65%
19.73%
19.58%
16.23%
--
--
12.88%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
7.47%
12.12%
13.68%
38.48%
23.12%
24.00%
17.60%
13.55%
9.71%
8.50%
7.64%
14.80%
18.11%
39.51%
25.90%
24.75%
--
--
--
19.67%
6.50%
9.21%
9.48%
31.27%
19.12%
21.05%
15.62%
12.11%
8.34%
11.46%
7.23%
8.96%
11.39%
37.16%
18.09%
19.71%
13.44%
--
--
10.73%
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