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 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
8.95%
17.48%
1.39%
31.11%
3.24%
8.38%
5.71%
-2.99%
28.10%
-5.04%
13.43%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
--
17.11%
1.37%
31.58%
4.39%
6.60%
3.75%
-4.21%
23.02%
-11.33%
14.06%
8.70%
17.65%
2.48%
30.28%
2.45%
8.51%
4.93%
-5.93%
29.02%
-4.67%
13.71%
9.25%
17.15%
4.05%
32.36%
4.22%
5.93%
9.03%
-4.31%
31.13%
-3.23%
12.44%
6.44%
17.49%
4.72%
32.48%
7.62%
8.00%
8.09%
-4.29%
31.53%
-1.75%
13.51%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.26%
8.30%
13.71%
41.59%
11.69%
7.51%
9.33%
7.17%
10.41%
9.95%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
1.28%
7.89%
15.91%
49.14%
7.18%
4.67%
--
--
--
8.60%
1.30%
7.81%
14.93%
45.10%
11.36%
6.96%
9.06%
7.32%
10.34%
10.19%
1.46%
7.46%
12.37%
42.00%
11.78%
8.47%
10.09%
8.08%
11.71%
11.44%
1.32%
8.71%
15.70%
51.16%
13.27%
9.28%
10.74%
8.50%
10.65%
10.07%
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