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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 10, 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
-9.06%
24.34%
33.88%
7.73%
-1.68%
12.36%
13.06%
-14.78%
30.38%
0.21%
19.76%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
12.08%
-1.31%
19.82%
37.58%
4.88%
-2.28%
23.78%
15.30%
-14.94%
36.95%
2.85%
20.26%
--
--
--
--
--
--
--
-10.70%
28.18%
6.71%
26.54%
-7.65%
9.66%
38.31%
9.18%
-3.79%
15.51%
18.88%
-13.13%
26.36%
0.92%
25.74%
-3.01%
9.72%
25.34%
8.44%
-4.31%
18.13%
13.35%
-13.77%
29.52%
-2.02%
17.53%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.37%
12.45%
28.45%
56.97%
9.87%
11.04%
9.57%
7.73%
8.83%
8.81%
1.53%
7.51%
19.02%
45.31%
17.62%
17.24%
14.25%
10.24%
8.33%
10.48%
3.90%
15.29%
31.18%
65.54%
13.31%
14.14%
12.09%
8.94%
10.21%
10.84%
7.11%
17.93%
37.36%
75.59%
16.32%
--
--
--
--
13.71%
5.38%
17.14%
34.07%
67.93%
10.74%
12.79%
10.16%
7.56%
8.86%
10.07%
5.07%
12.58%
23.60%
44.86%
9.03%
10.48%
8.22%
7.41%
8.60%
10.81%
As of May 10, 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