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 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
-6.30%
16.75%
44.82%
10.03%
-10.13%
24.36%
11.80%
-18.37%
15.74%
4.12%
16.32%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
--
--
--
--
1.89%
15.82%
9.72%
-8.23%
24.90%
4.24%
18.07%
-10.84%
14.12%
38.05%
11.85%
-5.99%
11.14%
17.71%
-10.54%
31.69%
-2.37%
17.76%
-0.26%
13.62%
33.72%
6.68%
-6.69%
22.77%
8.82%
-9.51%
29.54%
7.18%
20.46%
-4.19%
15.33%
33.56%
9.57%
-1.87%
21.03%
14.11%
-16.79%
29.77%
5.71%
17.01%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.32%
6.83%
28.76%
61.13%
5.96%
9.61%
8.99%
9.16%
9.49%
11.49%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
2.92%
11.08%
30.93%
66.88%
12.51%
11.64%
--
--
--
10.42%
2.50%
9.87%
30.80%
59.20%
10.56%
12.06%
9.52%
7.59%
10.28%
8.10%
1.82%
11.22%
33.25%
70.17%
13.93%
14.14%
10.75%
9.00%
9.32%
11.00%
0.89%
9.55%
27.13%
59.02%
11.13%
11.43%
10.35%
--
--
12.52%
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