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 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
16.15%
3.60%
21.62%
16.17%
3.81%
16.17%
9.45%
-7.03%
18.76%
1.01%
12.99%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
-0.53%
16.94%
28.67%
11.68%
1.53%
14.01%
7.97%
-8.02%
24.75%
-0.14%
12.92%
1.47%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
11.32%
6.42%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
11.41%
5.22%
12.70%
26.87%
12.39%
-4.13%
15.30%
20.72%
-5.30%
28.65%
6.28%
10.79%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.25%
10.51%
17.64%
35.33%
9.93%
7.99%
9.85%
8.36%
6.04%
8.62%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
2.78%
10.82%
18.93%
41.83%
9.90%
8.31%
9.67%
7.85%
--
7.77%
1.75%
8.51%
17.35%
41.30%
12.02%
12.68%
10.86%
7.61%
6.84%
9.13%
0.10%
7.33%
17.32%
38.82%
13.45%
13.49%
11.98%
9.41%
8.00%
10.19%
0.77%
6.12%
18.69%
48.83%
12.59%
13.87%
11.55%
8.52%
8.92%
9.53%
As of May 12, 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