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
-1.39%
16.24%
35.26%
7.70%
6.29%
1.45%
29.56%
1.58%
36.31%
30.31%
9.17%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
0.68%
13.59%
36.25%
9.36%
5.64%
3.84%
31.27%
0.16%
33.92%
49.02%
8.36%
-3.27%
19.75%
29.90%
13.61%
8.58%
0.57%
27.34%
-4.41%
35.48%
33.72%
13.37%
0.89%
15.36%
33.63%
15.82%
1.63%
5.19%
31.26%
-4.01%
28.47%
27.13%
12.09%
-1.27%
15.59%
35.42%
7.74%
7.22%
0.07%
32.71%
2.88%
33.77%
34.94%
10.77%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.89%
11.74%
9.60%
30.86%
19.79%
21.29%
16.61%
12.68%
8.74%
11.44%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
6.20%
9.86%
9.66%
42.48%
23.94%
24.80%
18.02%
12.75%
9.16%
12.33%
6.57%
11.76%
13.52%
39.34%
20.98%
21.28%
16.54%
12.01%
8.22%
10.22%
3.72%
9.29%
13.29%
37.20%
17.16%
19.86%
15.76%
11.42%
--
12.03%
7.10%
11.73%
11.38%
36.52%
21.30%
23.22%
17.14%
12.89%
9.23%
7.96%
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