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 (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
--
--
27.10%
17.10%
-0.75%
11.01%
14.48%
-3.36%
28.21%
8.66%
13.80%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
1.47%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
14.08%
1.20%
13.33%
31.35%
12.63%
-1.17%
14.61%
18.11%
-5.29%
28.13%
7.96%
17.47%
6.42%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
14.48%
7.32%
13.16%
31.27%
13.48%
-2.56%
14.61%
17.21%
-4.70%
26.02%
3.33%
17.23%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.75%
10.38%
18.44%
44.68%
15.61%
13.73%
--
--
--
13.24%
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
4.24%
11.20%
18.77%
45.79%
12.87%
13.46%
11.20%
7.79%
6.96%
9.21%
3.40%
12.54%
22.74%
53.02%
15.14%
15.49%
12.57%
9.79%
8.80%
10.11%
3.08%
10.29%
18.81%
43.05%
14.47%
14.31%
12.37%
9.61%
8.13%
10.29%
4.90%
13.65%
21.64%
50.81%
13.31%
13.71%
12.31%
9.48%
7.96%
9.33%
As of May 14, 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