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)
--
--
--
--
--
--
--
--
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
7.82%
21.39%
56.27%
32.88%
6.57%
-10.68%
24.02%
7.44%
31.46%
24.43%
1.74%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
11.01%
31.93%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
-0.34%
-3.42%
15.62%
41.30%
26.70%
7.11%
8.68%
26.57%
16.20%
29.56%
30.04%
2.89%
10.88%
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
5.72%
10.23%
10.55%
35.31%
23.66%
6.95%
2.25%
24.34%
10.45%
19.91%
18.52%
13.24%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.95%
-5.05%
2.69%
22.74%
17.36%
17.41%
17.28%
14.18%
11.43%
15.95%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
-1.07%
-7.57%
4.63%
28.48%
17.28%
17.37%
18.29%
16.00%
13.92%
14.93%
-4.92%
-7.44%
3.64%
34.29%
21.08%
21.73%
17.81%
15.40%
14.37%
15.35%
1.75%
0.03%
8.77%
27.03%
15.66%
14.59%
14.88%
11.74%
8.56%
8.84%
4.63%
11.42%
13.57%
42.35%
19.13%
18.27%
14.86%
12.68%
13.69%
12.77%
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