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 11, 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
0.90%
12.98%
30.93%
12.33%
-1.47%
14.26%
17.74%
-5.56%
27.71%
7.64%
16.35%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.10%
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
16.00%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
16.15%
6.93%
10.69%
31.42%
7.71%
-5.58%
9.32%
15.87%
-11.86%
21.14%
6.15%
15.77%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
15.60%
As of May 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.47%
11.99%
22.16%
47.18%
14.59%
14.76%
12.09%
9.32%
8.56%
9.89%
0.65%
6.38%
17.09%
44.03%
17.20%
17.25%
14.27%
10.27%
8.33%
10.45%
3.97%
12.99%
20.71%
45.12%
12.71%
13.00%
11.89%
9.05%
7.67%
9.02%
3.34%
12.17%
22.42%
39.16%
10.50%
10.66%
9.81%
8.06%
5.68%
8.85%
2.93%
11.12%
22.92%
49.28%
8.48%
11.38%
9.37%
6.88%
5.86%
8.11%
4.26%
12.56%
20.59%
43.49%
12.39%
12.59%
11.48%
9.00%
--
9.71%
As of May 11, 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