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 14, 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
--
16.49%
36.58%
10.64%
-6.31%
19.90%
16.08%
-15.19%
27.39%
4.95%
24.24%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.91%
26.69%
1.18%
25.26%
-3.75%
12.03%
45.45%
5.39%
-2.15%
16.24%
13.87%
-18.25%
28.94%
9.19%
21.99%
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
21.73%
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
25.74%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.85%
15.38%
33.95%
87.43%
12.08%
13.47%
--
--
--
11.73%
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
4.58%
15.98%
33.23%
78.55%
10.89%
13.28%
10.63%
7.99%
9.05%
10.30%
3.77%
11.88%
31.47%
84.79%
11.65%
12.86%
10.64%
8.94%
9.27%
10.04%
3.35%
12.18%
31.11%
79.88%
9.41%
12.23%
9.58%
--
--
8.53%
5.13%
15.84%
35.89%
84.93%
9.54%
11.65%
10.07%
7.88%
8.77%
10.06%
As of May 14, 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