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)
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--
--
--
--
--
--
--
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
-1.04%
13.54%
32.33%
11.72%
1.55%
12.01%
23.21%
2.19%
29.02%
18.35%
9.07%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
12.08%
1.44%
12.74%
29.10%
12.57%
-3.22%
9.71%
14.98%
-4.80%
34.81%
29.03%
7.97%
-6.18%
18.37%
42.69%
18.88%
2.59%
10.56%
29.10%
-3.75%
27.19%
22.79%
11.17%
-1.84%
15.27%
39.73%
18.72%
2.58%
10.63%
29.51%
-2.01%
27.78%
17.25%
13.01%
-0.90%
13.91%
29.37%
11.22%
4.56%
4.15%
30.09%
-1.63%
35.40%
35.21%
4.39%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.48%
8.14%
15.49%
38.06%
18.40%
17.04%
13.84%
11.03%
9.12%
9.97%
1.53%
7.51%
19.02%
45.31%
17.62%
17.24%
14.25%
10.24%
8.33%
10.48%
-0.20%
1.75%
16.13%
43.06%
19.46%
16.62%
13.02%
9.60%
7.52%
5.47%
-0.42%
1.65%
22.71%
54.38%
17.06%
19.92%
15.65%
11.89%
10.85%
13.18%
-0.48%
4.41%
23.18%
51.42%
16.47%
19.44%
15.47%
11.86%
10.36%
14.05%
-2.82%
-1.86%
13.50%
38.86%
20.60%
20.66%
14.91%
11.76%
8.73%
13.09%
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
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--
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As of April 30, 2021