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
2.62%
15.97%
29.77%
11.20%
1.89%
9.47%
19.98%
-1.79%
30.32%
14.91%
12.53%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.86%
1.10%
16.05%
32.78%
13.32%
2.21%
10.63%
21.98%
-4.93%
31.00%
20.98%
13.62%
--
--
--
--
0.85%
13.34%
21.59%
-7.00%
30.28%
13.87%
14.06%
1.09%
16.47%
33.64%
12.60%
0.45%
12.75%
21.13%
-5.15%
30.86%
20.99%
13.89%
1.77%
15.56%
31.81%
13.21%
1.05%
11.47%
21.31%
-4.63%
31.22%
18.08%
13.75%
As of June 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.67%
8.82%
14.24%
36.29%
17.44%
16.07%
14.00%
10.62%
8.62%
10.84%
2.30%
8.15%
16.02%
38.34%
17.68%
17.52%
15.00%
10.78%
8.54%
10.50%
2.57%
7.88%
15.24%
40.35%
17.92%
17.91%
14.95%
10.30%
--
9.99%
1.22%
6.97%
15.80%
39.42%
14.63%
16.02%
--
--
--
13.09%
2.77%
7.37%
15.31%
41.96%
17.73%
17.78%
14.91%
11.03%
9.16%
8.98%
2.28%
8.08%
15.90%
38.03%
17.41%
17.18%
14.60%
10.40%
8.14%
11.06%
As of June 22, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of May 31, 2021