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 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
-2.97%
16.59%
31.78%
12.76%
-1.54%
24.38%
11.44%
-14.15%
30.96%
3.84%
22.62%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.10%
-2.84%
16.54%
34.02%
6.75%
-4.48%
21.22%
12.17%
-12.78%
29.25%
0.74%
19.00%
-0.72%
16.44%
29.92%
16.33%
-1.56%
22.84%
11.85%
-12.65%
29.29%
1.97%
18.53%
-0.21%
16.55%
30.34%
16.63%
-1.41%
23.29%
12.08%
-12.19%
30.23%
2.62%
18.81%
-7.35%
19.62%
46.70%
8.54%
-5.92%
13.01%
15.45%
-13.72%
25.00%
7.70%
23.82%
As of May 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.69%
13.38%
31.60%
67.95%
12.59%
13.44%
12.01%
10.00%
--
10.43%
0.65%
6.38%
17.09%
44.03%
17.20%
17.25%
14.27%
10.27%
8.33%
10.45%
4.05%
14.06%
24.36%
53.25%
10.58%
12.05%
10.11%
--
--
8.28%
3.92%
13.53%
23.89%
53.48%
10.99%
11.88%
11.72%
9.91%
--
10.76%
4.03%
13.77%
24.33%
54.03%
11.68%
12.44%
12.15%
--
--
10.35%
4.86%
14.26%
36.44%
73.06%
12.24%
12.72%
11.04%
9.39%
9.29%
11.01%
As of May 11, 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