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 11, 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
1.96%
14.06%
30.02%
8.16%
-5.26%
17.82%
16.75%
-9.56%
25.75%
-4.76%
17.33%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.10%
1.77%
19.23%
32.18%
12.77%
-2.87%
13.91%
18.97%
-8.07%
30.26%
6.08%
17.54%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
15.60%
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
16.00%
-1.24%
16.62%
29.07%
6.91%
-7.18%
18.63%
15.52%
-9.84%
25.90%
0.73%
19.77%
As of May 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.53%
12.51%
24.73%
45.37%
7.88%
11.24%
9.76%
7.92%
6.94%
8.50%
0.65%
6.38%
17.09%
44.03%
17.20%
17.25%
14.27%
10.27%
8.33%
10.45%
3.59%
11.78%
24.55%
49.57%
13.73%
14.74%
12.50%
9.72%
8.93%
10.58%
4.26%
12.56%
20.59%
43.49%
12.39%
12.59%
11.48%
9.00%
--
9.71%
3.97%
12.99%
20.71%
45.12%
12.71%
13.00%
11.89%
9.05%
7.67%
9.02%
3.82%
13.78%
29.29%
56.89%
11.09%
12.57%
10.06%
7.32%
7.12%
10.36%
As of May 11, 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