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 17, 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
11.01%
31.93%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
7.27%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
12.22%
7.82%
21.39%
56.27%
32.88%
6.57%
-10.68%
24.02%
7.44%
31.46%
24.43%
8.25%
-3.42%
15.62%
41.30%
26.70%
7.11%
8.68%
26.57%
16.20%
29.56%
30.04%
11.49%
10.88%
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
9.30%
10.23%
10.55%
35.31%
23.66%
6.95%
2.25%
24.34%
10.45%
19.91%
18.52%
12.83%
As of June 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.18%
6.60%
6.56%
32.38%
18.32%
18.38%
19.78%
16.82%
13.83%
15.20%
2.25%
6.51%
12.90%
37.12%
13.92%
14.92%
11.01%
7.97%
7.23%
8.08%
5.09%
5.30%
8.00%
24.97%
18.06%
18.29%
18.59%
14.79%
11.56%
16.09%
8.22%
9.35%
12.35%
40.24%
21.93%
22.66%
19.34%
16.21%
14.60%
15.68%
2.84%
7.49%
9.74%
28.49%
15.46%
14.94%
15.71%
12.00%
8.57%
8.97%
-0.76%
7.97%
14.62%
34.86%
16.18%
17.36%
15.50%
12.76%
13.28%
12.72%
As of June 17, 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