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
11.50%
15.17%
43.26%
28.57%
12.71%
-8.94%
19.66%
1.21%
22.98%
12.67%
10.36%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
12.22%
10.57%
19.10%
42.68%
25.42%
7.21%
-3.33%
23.36%
5.55%
21.97%
18.24%
9.68%
6.24%
18.77%
44.56%
29.23%
11.30%
-5.79%
25.15%
8.28%
25.64%
19.78%
6.59%
7.30%
24.84%
55.97%
34.93%
8.42%
-12.27%
22.66%
4.41%
29.28%
25.60%
3.45%
5.06%
15.79%
44.91%
27.80%
8.60%
-14.73%
16.55%
6.29%
26.28%
13.35%
9.25%
As of June 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.70%
10.54%
10.63%
20.63%
14.36%
12.45%
14.82%
11.99%
10.81%
16.20%
2.25%
6.51%
12.90%
37.12%
13.92%
14.92%
11.01%
7.97%
7.23%
8.08%
3.13%
7.76%
10.18%
29.34%
16.13%
15.59%
16.30%
12.58%
--
11.00%
2.93%
7.11%
7.79%
23.80%
17.02%
16.61%
17.20%
14.90%
14.21%
15.75%
4.54%
3.44%
3.96%
26.06%
16.60%
16.07%
18.03%
13.91%
10.75%
12.30%
4.05%
9.98%
10.65%
21.63%
16.33%
12.76%
13.89%
11.75%
8.93%
13.57%
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