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 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
-1.53%
12.15%
32.15%
5.53%
-7.64%
21.37%
7.73%
-10.41%
28.22%
6.06%
24.43%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
12.08%
--
--
--
--
1.13%
15.04%
8.43%
-9.11%
23.53%
3.01%
20.89%
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
20.64%
-10.27%
25.72%
29.06%
5.34%
-3.58%
10.09%
17.92%
-18.26%
33.11%
7.10%
26.81%
-6.85%
9.90%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
21.87%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.55%
15.68%
34.21%
67.73%
14.17%
13.55%
9.85%
7.79%
8.23%
9.91%
1.53%
7.51%
19.02%
45.31%
17.62%
17.24%
14.25%
10.24%
8.33%
10.48%
6.08%
14.30%
30.71%
62.77%
12.28%
10.78%
--
--
--
9.92%
3.99%
14.04%
28.84%
70.66%
12.93%
12.04%
9.84%
7.35%
--
9.05%
5.91%
16.09%
38.56%
82.31%
14.94%
13.42%
10.03%
7.49%
7.54%
10.70%
5.62%
15.00%
27.85%
58.28%
8.76%
9.42%
7.73%
5.98%
6.85%
9.31%
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
--
--
--
--
--
As of April 30, 2021