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
-0.03%
14.19%
35.64%
10.90%
6.74%
0.29%
34.85%
-0.45%
33.68%
43.42%
2.84%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
-1.04%
15.84%
32.36%
9.20%
2.39%
6.31%
27.98%
-4.42%
29.15%
23.64%
4.46%
1.90%
18.97%
36.55%
11.70%
4.83%
-0.06%
34.68%
14.08%
40.26%
68.60%
-1.67%
-0.48%
12.90%
36.53%
10.32%
5.93%
-2.62%
32.15%
3.46%
33.39%
36.97%
0.92%
-3.03%
20.15%
30.21%
13.89%
8.84%
0.82%
27.62%
-4.15%
35.83%
34.06%
4.55%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.18%
-5.46%
9.41%
45.15%
21.58%
22.48%
16.11%
11.81%
8.26%
12.14%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
-3.14%
-1.84%
9.95%
37.75%
14.08%
16.73%
13.33%
10.18%
--
12.11%
-8.42%
-12.59%
9.66%
57.84%
34.02%
30.69%
20.06%
14.36%
10.91%
12.75%
-6.31%
-5.65%
7.18%
36.01%
19.14%
21.03%
14.97%
12.06%
9.44%
10.09%
-4.93%
-2.65%
11.74%
39.32%
19.55%
19.51%
15.02%
11.41%
8.10%
10.38%
As of May 12, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2021