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 14, 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
-6.36%
15.65%
36.61%
0.73%
-9.42%
20.45%
12.44%
-12.45%
24.48%
-2.46%
24.31%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
-3.58%
17.68%
32.51%
6.61%
-10.43%
18.01%
17.10%
-19.71%
29.88%
5.48%
31.05%
-1.27%
15.35%
31.95%
8.42%
-3.44%
16.84%
26.61%
-16.28%
28.97%
0.96%
15.87%
-2.50%
16.10%
28.70%
6.48%
-4.33%
15.80%
14.09%
-8.49%
24.69%
3.75%
14.97%
-2.28%
11.97%
27.00%
9.69%
-7.16%
19.18%
19.25%
-3.23%
29.43%
-9.48%
14.36%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.46%
16.04%
33.75%
77.22%
9.48%
12.47%
8.81%
5.85%
8.08%
10.25%
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
6.08%
20.83%
46.07%
106.2%
13.27%
15.31%
10.54%
6.64%
--
6.85%
3.28%
12.32%
19.95%
53.60%
8.96%
12.85%
10.48%
8.05%
8.40%
11.11%
3.82%
11.22%
27.31%
54.60%
10.89%
12.23%
9.63%
6.57%
7.06%
8.53%
3.13%
10.22%
18.87%
38.79%
9.73%
11.66%
9.49%
5.37%
5.54%
10.09%
As of May 14, 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