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
-0.09%
14.45%
32.92%
13.86%
0.84%
10.27%
24.64%
-6.81%
30.05%
15.91%
9.48%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
1.10%
16.05%
32.78%
13.32%
2.21%
10.63%
21.98%
-4.93%
31.00%
20.98%
8.14%
--
--
--
--
0.85%
13.34%
21.59%
-7.00%
30.28%
13.87%
10.22%
1.09%
16.47%
33.64%
12.60%
0.45%
12.75%
21.13%
-5.15%
30.86%
20.99%
8.03%
1.77%
15.56%
31.81%
13.21%
1.05%
11.47%
21.31%
-4.63%
31.22%
18.08%
8.67%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.50%
3.67%
17.59%
44.75%
14.94%
15.93%
13.13%
9.29%
7.43%
9.05%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
-1.85%
2.34%
16.28%
46.06%
16.47%
17.10%
13.88%
9.69%
--
9.75%
-0.80%
4.10%
18.12%
47.53%
13.75%
15.55%
--
--
--
12.75%
-2.15%
1.39%
16.82%
47.67%
16.37%
16.92%
13.79%
10.34%
--
8.75%
-1.49%
3.56%
15.60%
43.64%
16.11%
16.40%
13.57%
9.81%
7.81%
10.96%
As of May 12, 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