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
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
5.21%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
5.21%
25.15%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
13.51%
8.31%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
9.76%
14.72%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
17.43%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.24%
5.08%
1.43%
23.24%
11.73%
9.00%
--
--
--
9.19%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
-0.29%
5.04%
1.29%
23.08%
11.82%
9.32%
10.70%
9.02%
--
9.90%
3.55%
12.26%
11.18%
27.12%
7.73%
6.67%
9.09%
8.91%
7.52%
9.32%
0.69%
6.97%
9.50%
29.76%
8.32%
7.27%
7.30%
7.21%
6.61%
7.71%
1.45%
13.06%
17.98%
47.86%
15.27%
11.20%
11.36%
8.73%
7.91%
9.07%
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