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 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
5.25%
11.53%
23.98%
8.72%
-0.67%
15.62%
16.05%
-7.68%
26.78%
3.33%
15.84%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
-4.54%
17.41%
27.85%
8.81%
-3.41%
17.52%
13.47%
-8.33%
28.02%
6.87%
13.76%
-2.61%
14.87%
29.22%
11.76%
-2.44%
16.00%
14.20%
-9.65%
27.39%
1.95%
15.33%
-1.46%
19.28%
35.71%
9.49%
-5.61%
18.20%
18.21%
-12.00%
25.70%
-0.44%
21.98%
-1.24%
16.62%
29.07%
6.91%
-7.18%
18.63%
15.52%
-9.84%
25.90%
0.73%
17.65%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.07%
10.59%
25.39%
48.17%
11.62%
13.00%
10.60%
8.29%
8.52%
9.84%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
1.85%
8.27%
23.07%
46.02%
13.38%
13.03%
10.31%
7.21%
6.73%
11.45%
2.63%
11.69%
24.49%
48.36%
11.22%
11.53%
10.16%
6.90%
6.44%
10.25%
2.62%
13.76%
34.81%
67.24%
9.37%
13.65%
11.03%
8.14%
7.22%
10.98%
1.92%
10.98%
29.02%
57.32%
10.43%
12.18%
9.82%
7.26%
7.02%
10.30%
As of May 12, 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