Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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 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
-2.00%
18.20%
-0.99%
14.10%
4.27%
1.30%
8.10%
-4.63%
15.93%
7.91%
0.15%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-3.03%
1.15%
13.54%
-5.75%
17.57%
7.74%
-0.70%
10.51%
-4.54%
17.58%
6.38%
-1.85%
3.55%
14.49%
-2.39%
16.28%
7.92%
0.85%
10.47%
-4.00%
17.65%
7.12%
-0.93%
--
--
--
--
--
--
--
-3.95%
17.43%
8.88%
-0.72%
-1.73%
20.97%
-1.28%
14.49%
9.21%
0.98%
10.81%
-2.82%
14.55%
7.27%
-1.14%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.34%
1.23%
4.37%
16.85%
6.40%
4.96%
5.40%
--
--
4.57%
-0.12%
-1.82%
-2.28%
-0.22%
5.07%
3.05%
3.30%
4.37%
4.55%
5.10%
-1.31%
0.86%
0.81%
8.15%
5.80%
4.50%
5.24%
--
--
6.71%
-1.06%
1.11%
1.88%
10.69%
6.52%
5.35%
6.30%
--
--
4.13%
-1.61%
0.18%
2.43%
13.52%
7.20%
--
--
--
--
5.80%
-1.34%
0.99%
1.20%
9.44%
6.12%
5.18%
6.11%
--
--
4.57%
As of May 12, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2021