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
5.87%
1.98%
-1.95%
6.38%
1.14%
1.27%
2.49%
0.82%
6.18%
4.08%
-0.91%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-2.70%
7.64%
2.15%
-1.82%
5.98%
1.74%
0.89%
2.13%
1.01%
6.16%
4.19%
-1.18%
--
--
-2.44%
5.93%
0.48%
1.00%
1.75%
0.85%
5.85%
3.51%
-1.11%
5.98%
2.26%
-1.27%
5.89%
1.45%
1.26%
2.47%
0.91%
6.19%
3.76%
-0.88%
6.50%
1.54%
-1.21%
2.48%
1.59%
0.33%
1.04%
2.27%
6.02%
7.70%
-2.14%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.02%
-0.96%
-0.71%
-0.48%
4.04%
2.27%
2.48%
--
--
3.51%
0.03%
-1.49%
-1.95%
-0.24%
5.21%
3.08%
3.32%
4.39%
4.55%
5.12%
-0.21%
-1.13%
-0.94%
-0.96%
4.02%
2.17%
2.47%
--
--
3.07%
-0.30%
-0.82%
-0.74%
-1.13%
3.56%
1.91%
--
--
--
1.84%
-0.18%
-0.82%
-0.47%
-0.55%
3.90%
2.28%
2.53%
--
--
2.79%
0.32%
-1.42%
-1.87%
-2.24%
5.09%
2.58%
2.40%
--
--
3.37%
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