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 11, 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
-5.23%
14.81%
30.47%
8.74%
-9.19%
22.87%
9.33%
-13.96%
22.79%
0.85%
24.70%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.10%
-2.52%
18.48%
34.12%
12.00%
-6.69%
26.45%
12.27%
-11.91%
26.00%
3.70%
26.04%
--
11.89%
22.17%
7.02%
0.00%
19.13%
13.77%
-7.48%
26.90%
-3.52%
17.31%
1.67%
19.86%
31.37%
14.81%
-3.20%
14.56%
13.52%
-12.30%
25.96%
0.18%
24.05%
-3.33%
16.24%
31.15%
12.33%
-1.91%
23.93%
10.96%
-14.48%
30.42%
3.40%
22.47%
As of May 11, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.84%
14.06%
37.83%
73.33%
9.88%
11.08%
8.79%
6.08%
--
6.97%
0.65%
6.38%
17.09%
44.03%
17.20%
17.25%
14.27%
10.27%
8.33%
10.45%
4.10%
14.86%
39.81%
78.41%
12.89%
14.05%
11.84%
--
--
13.74%
2.64%
10.62%
27.14%
49.70%
9.73%
11.68%
--
--
--
11.10%
4.92%
16.09%
31.03%
66.15%
11.65%
11.44%
11.34%
8.96%
--
9.95%
3.68%
13.31%
31.33%
67.24%
12.14%
13.01%
11.57%
9.57%
--
9.99%
As of May 11, 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