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
-0.94%
12.57%
35.24%
8.71%
0.83%
-5.08%
31.11%
-0.84%
33.09%
57.11%
9.04%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.71%
-2.40%
14.75%
29.40%
15.11%
5.47%
8.69%
28.46%
-1.56%
35.55%
28.93%
8.32%
-2.09%
17.57%
43.40%
8.38%
9.43%
2.54%
37.68%
3.96%
28.36%
38.65%
9.70%
3.54%
24.77%
34.61%
9.22%
3.39%
5.41%
34.06%
-4.47%
32.82%
39.61%
10.22%
-0.53%
13.96%
29.21%
10.97%
4.47%
4.36%
27.83%
-3.11%
32.82%
33.93%
11.02%
As of June 18, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.19%
9.00%
10.08%
46.38%
25.10%
24.40%
16.68%
11.60%
9.54%
10.24%
1.08%
6.80%
13.16%
35.87%
16.67%
17.23%
14.92%
10.61%
8.51%
10.43%
3.85%
8.94%
9.63%
33.64%
20.44%
20.18%
16.55%
11.81%
8.58%
10.27%
5.44%
8.73%
10.49%
37.61%
20.66%
25.04%
18.92%
14.52%
9.77%
6.92%
5.85%
11.87%
10.28%
41.17%
19.92%
22.89%
18.39%
12.53%
--
10.92%
4.94%
10.84%
12.22%
37.28%
20.78%
21.11%
15.87%
11.50%
8.33%
11.10%
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