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
-2.61%
14.87%
29.22%
11.76%
-2.44%
16.00%
14.20%
-9.65%
27.39%
1.95%
17.06%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.08%
-4.54%
17.41%
27.85%
8.81%
-3.41%
17.52%
13.47%
-8.33%
28.02%
6.87%
15.28%
14.96%
6.92%
21.93%
11.54%
3.87%
10.39%
15.16%
-8.19%
19.83%
-8.01%
15.50%
5.25%
11.53%
23.98%
8.72%
-0.67%
15.62%
16.05%
-7.68%
26.78%
3.33%
17.26%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
15.95%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.47%
13.37%
23.91%
54.80%
11.77%
12.07%
10.43%
7.00%
6.52%
10.31%
-0.59%
4.90%
15.57%
48.24%
16.84%
17.23%
14.20%
10.29%
8.28%
10.42%
3.45%
9.72%
22.71%
50.57%
13.88%
13.54%
10.57%
7.30%
6.80%
11.47%
5.11%
11.91%
18.70%
35.14%
7.35%
6.25%
8.96%
6.83%
--
7.31%
3.64%
11.95%
24.43%
53.43%
12.07%
13.48%
10.83%
8.38%
8.58%
9.88%
3.45%
11.47%
21.66%
44.17%
10.43%
10.72%
9.81%
8.14%
5.67%
8.85%
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