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 07, 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
6.42%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
15.02%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
13.25%
1.20%
13.33%
31.35%
12.63%
-1.17%
14.61%
18.11%
-5.29%
28.13%
7.96%
18.53%
6.40%
9.79%
29.43%
13.32%
0.64%
19.57%
15.36%
-8.57%
25.90%
0.21%
17.87%
1.47%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
14.53%
7.32%
13.16%
31.27%
13.48%
-2.56%
14.61%
17.21%
-4.70%
26.02%
3.33%
17.69%
As of May 07, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.97%
12.50%
23.84%
42.64%
15.43%
14.36%
12.42%
9.48%
8.17%
10.31%
3.85%
9.31%
21.54%
49.35%
18.79%
17.79%
14.51%
10.31%
8.36%
10.52%
5.18%
15.04%
30.22%
52.10%
16.39%
15.62%
12.64%
9.69%
8.87%
10.16%
6.23%
14.52%
28.34%
48.41%
11.14%
12.34%
11.52%
8.46%
7.74%
10.00%
5.28%
12.63%
24.51%
44.51%
13.88%
13.48%
11.21%
7.65%
6.97%
9.23%
5.95%
15.55%
28.29%
49.25%
14.37%
13.70%
12.36%
9.37%
7.97%
9.34%
As of May 07, 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