Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 12, 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
-2.85%
16.35%
33.85%
6.59%
-4.56%
21.07%
12.12%
-12.96%
29.11%
0.66%
16.41%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
-1.22%
15.89%
29.34%
15.76%
-2.07%
22.17%
11.02%
-13.44%
28.24%
1.12%
16.05%
-4.24%
14.21%
30.02%
11.30%
-3.92%
16.20%
6.68%
-14.84%
22.46%
2.37%
17.77%
-6.56%
19.34%
38.88%
11.85%
-5.67%
17.62%
14.82%
-15.05%
20.68%
0.87%
21.87%
-6.20%
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
17.71%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.40%
11.23%
23.66%
54.29%
9.64%
11.46%
9.69%
--
--
8.03%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
1.50%
10.94%
23.08%
53.68%
9.39%
10.57%
10.73%
9.18%
--
10.00%
0.60%
9.50%
29.49%
60.53%
7.65%
8.45%
8.09%
6.25%
7.21%
10.18%
1.88%
12.22%
35.33%
76.47%
8.84%
11.12%
10.01%
7.99%
8.94%
10.25%
-0.13%
8.59%
30.07%
71.03%
7.92%
10.98%
8.79%
--
--
7.91%
As of May 12, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2021