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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 13, 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
-2.36%
18.57%
36.16%
3.81%
-3.28%
22.38%
14.07%
-15.25%
35.32%
1.81%
17.93%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.08%
-11.76%
12.98%
36.69%
10.75%
-6.92%
10.01%
16.53%
-11.41%
30.32%
-3.35%
18.79%
-6.48%
11.12%
33.10%
-1.03%
-7.56%
13.51%
17.51%
-15.26%
29.03%
-1.26%
24.46%
-4.43%
11.17%
44.39%
4.56%
-2.88%
15.42%
12.97%
-18.88%
28.09%
8.39%
19.90%
-9.55%
29.80%
41.16%
11.06%
-13.42%
19.81%
6.73%
-20.12%
11.84%
-0.48%
29.76%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.45%
12.18%
28.15%
76.34%
11.67%
13.13%
10.89%
7.85%
9.04%
9.69%
-0.59%
4.90%
15.57%
48.24%
16.84%
17.23%
14.20%
10.29%
8.28%
10.42%
4.29%
10.95%
28.64%
64.28%
9.91%
11.31%
8.64%
6.60%
9.31%
7.19%
3.21%
11.01%
34.23%
73.41%
9.69%
12.04%
7.95%
4.11%
6.59%
7.19%
2.80%
10.04%
29.11%
83.66%
10.32%
11.70%
9.66%
8.00%
8.36%
9.14%
3.22%
12.72%
50.29%
127.0%
2.83%
8.83%
8.17%
6.28%
8.67%
10.27%
As of May 13, 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