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
-5.90%
26.37%
37.03%
12.18%
3.24%
4.67%
23.63%
0.16%
38.20%
28.64%
5.70%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
-0.92%
15.97%
35.80%
8.12%
7.57%
0.43%
33.05%
3.10%
34.25%
35.35%
10.99%
-0.89%
16.82%
35.93%
8.23%
6.83%
1.96%
30.20%
2.08%
37.00%
30.97%
9.42%
3.33%
13.03%
34.98%
9.95%
4.87%
-2.04%
33.44%
1.07%
33.24%
32.69%
6.95%
1.25%
18.13%
41.03%
8.94%
10.45%
1.97%
34.42%
0.10%
30.27%
33.04%
9.90%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.84%
9.20%
5.61%
26.86%
18.54%
19.77%
16.50%
--
--
13.06%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
7.15%
11.87%
11.56%
36.96%
21.70%
23.62%
17.51%
13.24%
9.56%
8.27%
5.95%
11.89%
9.89%
31.52%
20.39%
21.90%
17.20%
13.24%
9.20%
11.71%
5.89%
8.96%
7.85%
30.14%
18.27%
21.20%
16.16%
12.27%
8.56%
11.53%
5.76%
9.38%
10.02%
32.96%
19.43%
22.20%
18.16%
13.19%
9.23%
9.02%
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