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 13, 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
15.31%
6.09%
18.96%
12.38%
-35.89%
34.97%
-5.93%
-14.68%
15.58%
-14.43%
17.50%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
--
--
--
11.55%
-28.17%
21.55%
-4.97%
-21.20%
11.76%
-31.28%
33.54%
--
--
--
10.75%
-34.54%
25.62%
-4.52%
-14.46%
14.97%
-24.39%
29.25%
--
--
33.14%
8.35%
-44.10%
41.90%
-6.92%
-18.33%
16.03%
-17.43%
20.31%
--
--
--
12.62%
-38.94%
36.13%
-0.02%
-13.77%
11.09%
-27.23%
29.46%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.74%
9.68%
28.09%
42.96%
0.45%
2.09%
2.22%
--
--
2.83%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
11.90%
19.97%
47.99%
48.01%
-4.35%
-2.22%
--
--
--
-3.86%
10.33%
16.16%
38.35%
48.66%
-0.82%
1.00%
--
--
--
-1.88%
7.53%
6.62%
36.90%
44.69%
-0.16%
2.40%
--
--
--
0.18%
7.59%
16.37%
41.07%
51.82%
-2.96%
1.88%
--
--
--
-1.84%
As of May 13, 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