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
-6.91%
25.08%
35.57%
10.92%
2.12%
3.56%
22.29%
-0.94%
36.75%
27.27%
7.14%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
-9.83%
14.22%
34.86%
7.49%
8.85%
-0.39%
29.42%
2.47%
29.76%
45.10%
8.92%
--
--
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
15.75%
-4.20%
16.78%
35.57%
12.79%
0.26%
5.55%
30.01%
1.52%
35.35%
37.39%
9.57%
-7.88%
22.86%
30.78%
7.63%
11.42%
1.51%
28.39%
0.52%
35.66%
37.88%
13.67%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.37%
9.47%
7.10%
26.62%
18.81%
18.65%
15.32%
--
--
12.00%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
7.09%
10.60%
8.51%
36.74%
21.58%
23.23%
15.93%
12.91%
6.46%
0.32%
7.56%
14.58%
17.69%
38.46%
24.96%
23.81%
--
--
--
18.78%
7.26%
9.95%
10.46%
32.01%
23.18%
23.49%
16.88%
12.67%
7.65%
9.18%
6.72%
11.70%
14.87%
41.61%
24.07%
23.24%
17.64%
13.18%
10.39%
12.39%
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