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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
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
9.23%
15.79%
2.42%
30.74%
4.32%
5.29%
4.45%
-6.02%
27.67%
-3.13%
13.41%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
9.49%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
13.46%
8.71%
16.68%
-0.74%
30.98%
2.24%
6.36%
5.77%
-3.78%
28.72%
-5.50%
14.21%
9.76%
15.61%
2.09%
29.74%
3.17%
4.30%
5.24%
-7.93%
28.39%
-6.43%
18.80%
7.41%
17.80%
0.75%
30.66%
2.95%
6.31%
5.08%
-5.98%
24.88%
-6.57%
13.49%
As of May 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.14%
9.79%
14.56%
31.27%
11.01%
6.57%
8.73%
4.75%
7.98%
8.78%
0.78%
4.82%
16.70%
44.25%
13.12%
14.18%
10.12%
7.20%
6.88%
8.01%
3.18%
7.76%
15.44%
30.49%
9.71%
5.85%
8.08%
5.61%
9.29%
9.74%
3.55%
8.24%
16.82%
34.29%
11.02%
7.23%
8.53%
6.84%
10.46%
11.09%
4.37%
10.66%
23.02%
43.74%
11.32%
6.46%
8.45%
7.08%
10.45%
9.65%
3.67%
8.46%
14.84%
31.30%
8.87%
5.74%
7.97%
7.01%
10.63%
10.57%
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
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As of April 30, 2021