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
3.36%
24.83%
43.93%
12.02%
18.41%
4.43%
25.82%
4.62%
26.32%
44.33%
7.86%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
6.53%
23.47%
41.11%
10.81%
5.90%
6.16%
22.10%
-1.22%
26.88%
47.01%
4.49%
-1.66%
21.12%
41.03%
10.21%
5.43%
4.35%
22.08%
-0.94%
27.04%
35.69%
6.23%
5.85%
11.40%
41.72%
8.33%
3.32%
6.35%
29.05%
-7.15%
28.76%
18.40%
7.06%
3.69%
24.71%
43.58%
9.42%
6.35%
6.64%
22.83%
-2.26%
27.55%
48.24%
7.39%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.67%
0.53%
16.99%
62.16%
23.13%
22.35%
19.83%
16.12%
13.53%
14.77%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
-6.15%
-2.10%
15.79%
66.16%
22.34%
20.16%
17.35%
12.91%
11.01%
9.54%
-5.63%
-0.17%
16.27%
59.49%
19.40%
18.30%
15.63%
11.79%
9.55%
11.29%
-4.55%
3.35%
16.19%
69.71%
13.89%
16.22%
14.02%
11.68%
10.44%
13.99%
-5.51%
-0.59%
20.10%
75.23%
23.53%
21.11%
17.85%
13.38%
--
12.15%
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