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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 12, 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
1.86%
16.06%
32.30%
13.56%
1.30%
12.16%
21.76%
-4.47%
31.25%
18.40%
8.78%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
1.89%
15.99%
32.31%
13.46%
1.25%
12.00%
21.70%
-4.56%
31.22%
18.37%
8.79%
1.89%
16.00%
32.39%
13.55%
1.31%
12.17%
21.77%
-4.50%
31.35%
18.29%
8.83%
1.21%
14.68%
33.17%
13.68%
1.16%
11.82%
21.30%
-4.77%
31.99%
18.52%
8.87%
1.46%
12.28%
35.43%
12.29%
0.31%
10.53%
20.89%
-3.88%
31.15%
20.94%
9.14%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.49%
3.59%
15.69%
43.93%
16.34%
16.69%
13.91%
10.15%
8.14%
7.02%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
-1.51%
3.59%
15.65%
43.70%
16.25%
16.64%
13.86%
10.11%
8.11%
10.21%
-1.50%
3.59%
15.70%
43.92%
16.33%
16.70%
13.92%
--
--
15.25%
-1.45%
3.64%
15.72%
43.95%
16.46%
16.75%
13.72%
10.05%
--
10.29%
-1.84%
3.24%
16.70%
44.52%
17.24%
17.05%
13.68%
--
--
9.69%
As of May 12, 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