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 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
--
--
26.41%
16.60%
-1.14%
10.61%
14.05%
-3.64%
27.77%
8.33%
13.69%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
1.75%
13.28%
28.49%
9.76%
-4.14%
13.18%
20.13%
-1.84%
22.14%
6.33%
12.83%
3.46%
13.66%
27.67%
10.00%
-3.89%
11.28%
17.22%
-6.83%
24.52%
4.20%
15.43%
--
--
30.89%
8.98%
-1.08%
10.40%
19.64%
-7.73%
25.44%
8.32%
14.71%
-1.98%
14.25%
34.46%
7.60%
-4.35%
12.01%
15.29%
-9.92%
22.60%
9.49%
19.93%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.72%
10.27%
18.26%
44.25%
15.24%
13.35%
--
--
--
12.81%
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
3.17%
9.21%
17.16%
42.33%
12.83%
13.44%
11.37%
9.33%
8.15%
8.72%
3.69%
11.30%
21.45%
46.45%
11.78%
12.39%
10.19%
9.25%
7.71%
9.42%
2.31%
7.66%
21.87%
52.51%
12.60%
13.37%
--
--
--
11.96%
3.90%
11.55%
27.16%
62.99%
13.58%
13.49%
10.54%
7.62%
6.50%
8.81%
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