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 (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 14, 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
--
--
--
--
--
7.86%
8.85%
-4.51%
28.79%
-4.87%
15.32%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
9.91%
9.17%
16.70%
-0.99%
29.12%
3.89%
7.19%
5.29%
-4.62%
25.96%
-8.11%
15.69%
5.52%
18.21%
1.16%
26.69%
1.63%
7.03%
9.34%
-4.30%
28.19%
-5.27%
14.19%
8.97%
16.87%
0.93%
31.82%
4.12%
6.41%
3.46%
-4.40%
22.72%
-11.34%
16.79%
8.62%
17.63%
2.31%
30.36%
2.42%
8.60%
4.91%
-6.02%
28.87%
-4.68%
14.97%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.16%
9.25%
16.60%
46.55%
12.03%
8.38%
--
--
--
6.77%
1.04%
4.78%
17.07%
49.16%
13.19%
14.50%
10.28%
7.32%
6.93%
8.03%
3.42%
9.48%
17.40%
50.59%
10.37%
6.48%
8.26%
--
--
5.07%
3.04%
9.23%
14.63%
44.03%
11.42%
7.94%
8.69%
6.36%
8.70%
9.04%
3.40%
10.05%
18.66%
51.13%
8.26%
5.00%
7.89%
6.08%
9.58%
9.63%
2.99%
8.99%
16.19%
46.13%
12.02%
7.15%
9.13%
7.38%
--
8.86%
As of May 14, 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 April 30, 2021