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
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
10.57%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
7.57%
8.71%
16.68%
-0.74%
30.98%
2.24%
6.36%
5.77%
-3.78%
28.72%
-5.50%
11.11%
7.41%
17.80%
0.75%
30.66%
2.95%
6.31%
5.08%
-5.98%
24.88%
-6.57%
10.70%
10.80%
16.74%
0.90%
31.09%
3.00%
4.48%
4.07%
-7.10%
30.24%
-3.92%
11.54%
9.23%
15.79%
2.42%
30.74%
4.32%
5.29%
4.45%
-6.02%
27.67%
-3.13%
10.72%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.07%
4.87%
13.97%
33.85%
8.76%
5.15%
7.80%
5.51%
9.15%
9.63%
-0.89%
2.55%
15.50%
43.56%
12.46%
13.81%
9.98%
7.17%
6.78%
7.94%
0.39%
5.17%
15.36%
37.40%
10.01%
6.48%
8.22%
6.73%
10.31%
10.95%
0.68%
5.96%
13.24%
34.33%
7.97%
5.07%
7.68%
6.93%
10.49%
10.46%
1.17%
6.08%
15.44%
40.42%
10.41%
6.04%
8.22%
6.55%
10.10%
9.30%
1.05%
7.07%
13.24%
33.96%
10.12%
5.91%
8.47%
4.65%
7.85%
8.68%
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