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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 12, 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
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
12.24%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
7.57%
9.16%
14.94%
1.61%
29.85%
2.75%
3.18%
4.51%
-8.58%
27.61%
-7.16%
15.80%
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
9.22%
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
10.59%
4.90%
17.13%
0.65%
29.50%
4.31%
3.87%
4.99%
-5.91%
24.00%
-3.70%
12.95%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.66%
6.93%
15.94%
38.42%
8.11%
4.22%
7.31%
5.32%
8.85%
8.65%
-0.89%
2.55%
15.50%
43.56%
12.46%
13.81%
9.98%
7.17%
6.78%
7.94%
1.40%
7.67%
21.58%
46.44%
9.70%
5.12%
7.55%
6.42%
9.72%
8.96%
0.60%
5.61%
13.24%
34.23%
8.53%
5.08%
7.45%
5.82%
8.59%
9.31%
0.85%
5.75%
13.01%
36.42%
10.41%
7.09%
8.95%
7.08%
10.73%
10.48%
1.10%
7.16%
16.31%
39.46%
9.75%
5.66%
7.74%
5.91%
9.52%
9.57%
As of May 12, 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