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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% 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
4.38%
17.57%
40.18%
15.32%
-2.95%
0.92%
17.54%
-1.52%
33.49%
18.89%
7.03%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.08%
0.78%
15.41%
32.33%
12.72%
2.47%
9.00%
22.73%
-5.04%
29.83%
23.49%
7.84%
-5.13%
17.93%
34.06%
11.14%
-0.05%
9.62%
25.27%
-8.61%
32.25%
24.88%
9.11%
-2.36%
16.57%
29.01%
12.85%
3.35%
4.82%
23.82%
-5.24%
33.48%
26.43%
7.34%
2.61%
12.12%
28.55%
9.67%
0.86%
5.04%
22.69%
-6.01%
31.81%
22.28%
9.26%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.39%
3.09%
11.34%
41.21%
17.26%
14.95%
13.38%
10.67%
8.72%
11.61%
-0.59%
4.90%
15.57%
48.24%
16.84%
17.23%
14.20%
10.29%
8.28%
10.42%
-1.90%
1.87%
14.89%
50.16%
16.63%
17.28%
13.90%
9.95%
8.11%
10.13%
-1.40%
2.61%
16.93%
52.90%
16.28%
18.03%
13.46%
9.83%
8.18%
11.25%
-2.38%
2.01%
11.09%
39.46%
17.74%
17.73%
13.49%
9.98%
7.95%
10.58%
-0.96%
3.53%
13.59%
45.39%
17.31%
16.71%
12.46%
9.22%
7.47%
8.92%
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