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
-9.56%
17.16%
31.76%
10.65%
7.40%
11.94%
49.86%
-8.79%
51.07%
63.71%
-2.53%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
-0.33%
11.23%
26.18%
20.61%
4.41%
13.30%
36.31%
-0.76%
47.99%
45.12%
0.22%
-5.99%
12.14%
42.49%
14.43%
7.88%
7.33%
41.32%
-1.48%
39.47%
56.82%
-2.07%
2.18%
18.06%
51.12%
8.22%
10.47%
10.31%
38.53%
4.19%
38.87%
45.37%
2.21%
-4.51%
6.25%
43.70%
12.59%
8.61%
11.81%
39.22%
-6.99%
45.71%
45.80%
3.59%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-10.03%
-11.96%
8.96%
53.07%
25.26%
31.08%
19.08%
15.87%
11.12%
14.13%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
-7.89%
-6.75%
9.19%
46.16%
24.32%
27.83%
18.71%
14.44%
8.69%
7.44%
-9.38%
-11.62%
9.14%
48.98%
23.20%
27.48%
18.44%
14.85%
9.05%
11.70%
-5.80%
-3.95%
11.60%
41.72%
24.22%
27.10%
20.83%
17.89%
13.96%
16.84%
-7.95%
-5.86%
12.17%
57.81%
23.04%
27.36%
17.81%
14.62%
8.81%
12.37%
As of May 13, 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