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
-5.90%
26.37%
37.03%
12.12%
3.13%
4.62%
23.57%
0.12%
38.14%
28.55%
7.66%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
-0.31%
16.52%
36.68%
8.65%
8.17%
0.98%
33.70%
3.67%
34.83%
36.06%
13.17%
-1.26%
17.39%
34.83%
10.12%
5.67%
-0.98%
32.43%
1.22%
34.79%
35.75%
10.88%
-8.83%
14.15%
34.20%
8.65%
7.15%
-0.05%
32.94%
2.03%
32.16%
40.47%
12.04%
--
--
42.93%
8.14%
7.90%
-3.13%
31.91%
-3.47%
33.55%
37.94%
11.24%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.46%
9.75%
7.63%
27.92%
20.04%
19.88%
16.52%
--
--
13.16%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
7.49%
12.18%
13.84%
38.86%
23.54%
24.50%
18.13%
13.98%
10.10%
8.88%
6.29%
10.66%
11.38%
36.29%
22.27%
22.81%
17.08%
12.24%
--
9.38%
6.83%
11.77%
12.37%
37.86%
22.12%
24.16%
16.56%
13.00%
9.69%
9.71%
6.72%
10.37%
11.82%
38.85%
22.05%
21.35%
--
--
--
16.71%
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