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
-2.65%
11.75%
38.11%
11.39%
1.43%
-6.85%
33.99%
0.48%
32.27%
50.09%
2.60%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
-0.92%
15.28%
35.47%
9.63%
6.32%
2.43%
29.13%
-0.47%
36.04%
35.32%
1.32%
1.46%
18.13%
41.19%
9.14%
11.04%
0.85%
36.21%
1.97%
29.84%
34.37%
1.12%
2.96%
17.94%
36.23%
18.69%
9.19%
6.77%
32.29%
-0.63%
38.66%
47.94%
1.81%
1.24%
16.67%
31.55%
10.90%
-0.14%
9.26%
19.87%
-6.24%
32.89%
13.78%
7.32%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.28%
-3.65%
9.08%
48.41%
22.23%
21.89%
15.53%
10.94%
9.34%
10.33%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
-5.71%
-5.65%
8.43%
44.20%
19.70%
20.63%
15.26%
11.48%
9.75%
9.18%
-5.74%
-4.90%
4.72%
36.39%
17.26%
21.33%
16.92%
12.53%
9.73%
8.54%
-6.28%
-5.00%
9.91%
46.00%
24.01%
25.41%
19.33%
15.40%
10.67%
6.84%
-0.97%
2.68%
12.54%
40.54%
14.26%
14.78%
12.46%
9.49%
8.06%
7.83%
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