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
-1.22%
15.89%
29.34%
15.76%
-2.07%
22.17%
11.02%
-13.44%
28.24%
1.12%
18.83%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
-3.09%
16.06%
33.51%
6.29%
-4.94%
20.70%
11.64%
-13.13%
28.57%
0.30%
19.52%
0.37%
18.07%
38.97%
12.87%
1.61%
14.80%
15.15%
-15.06%
29.62%
5.52%
22.25%
--
16.78%
36.86%
10.96%
-6.03%
20.20%
16.45%
-14.89%
27.87%
5.39%
24.41%
-5.29%
18.98%
30.90%
10.06%
-3.91%
23.72%
11.07%
-11.08%
19.00%
9.31%
22.99%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.99%
13.59%
23.27%
59.70%
10.23%
11.31%
11.06%
9.35%
--
10.15%
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
4.13%
14.19%
24.10%
60.38%
10.24%
11.89%
9.76%
--
--
7.91%
4.76%
14.56%
29.87%
73.95%
12.13%
13.21%
12.34%
11.19%
11.08%
10.29%
4.88%
15.51%
34.24%
88.17%
12.52%
13.88%
--
--
--
12.07%
5.33%
13.35%
32.65%
73.69%
11.59%
12.76%
11.06%
9.28%
10.36%
11.18%
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