Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 14, 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
13.02%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
4.32%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
9.91%
8.31%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
10.65%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
5.74%
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
5.70%
8.25%
13.58%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
3.44%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.34%
2.59%
3.42%
23.81%
10.30%
10.41%
10.33%
8.98%
7.22%
8.98%
1.04%
4.78%
17.07%
49.16%
13.19%
14.50%
10.28%
7.32%
6.93%
8.03%
1.04%
7.84%
10.39%
30.81%
8.65%
7.45%
7.39%
7.27%
6.65%
7.75%
-0.22%
5.57%
1.79%
22.48%
12.16%
9.43%
10.76%
9.05%
--
9.93%
-0.18%
5.57%
1.91%
22.57%
12.05%
9.11%
--
--
--
9.25%
-0.12%
3.38%
1.43%
24.71%
12.70%
10.52%
10.95%
8.29%
8.27%
12.45%
As of May 14, 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