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
-9.58%
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
24.67%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.08%
-7.12%
21.09%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
25.94%
-0.59%
13.20%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
22.18%
-0.97%
16.11%
29.70%
16.04%
-1.81%
22.50%
11.32%
-13.25%
28.55%
1.43%
17.95%
-9.10%
24.14%
33.83%
7.64%
-1.70%
12.31%
13.03%
-14.74%
30.32%
0.15%
16.98%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.16%
13.72%
35.89%
96.43%
15.10%
14.26%
10.87%
8.38%
8.32%
11.45%
-0.59%
4.90%
15.57%
48.24%
16.84%
17.23%
14.20%
10.29%
8.28%
10.42%
4.26%
14.02%
39.63%
107.7%
14.97%
14.07%
11.37%
8.07%
--
9.26%
3.63%
12.82%
31.70%
78.23%
14.19%
14.43%
10.71%
8.78%
9.08%
10.75%
3.63%
12.77%
22.50%
60.77%
10.24%
11.42%
11.26%
9.56%
--
10.37%
1.22%
9.21%
25.76%
67.92%
9.05%
10.96%
9.46%
7.68%
8.60%
8.55%
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