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 10, 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
7.81%
16.26%
0.33%
23.43%
2.69%
3.65%
11.19%
-5.62%
31.13%
-1.76%
16.11%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
10.73%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
14.89%
8.71%
16.68%
-0.74%
30.98%
2.24%
6.36%
5.77%
-3.78%
28.72%
-5.50%
15.80%
9.76%
15.61%
2.09%
29.74%
3.17%
4.30%
5.24%
-7.93%
28.39%
-6.43%
20.49%
7.41%
17.80%
0.75%
30.66%
2.95%
6.31%
5.08%
-5.98%
24.88%
-6.57%
14.99%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.97%
10.90%
17.69%
30.10%
13.56%
8.72%
8.75%
7.70%
--
10.82%
1.92%
6.26%
19.02%
45.81%
13.71%
14.32%
10.18%
7.23%
6.89%
8.06%
4.48%
9.39%
17.34%
30.63%
10.04%
5.64%
8.09%
5.57%
9.36%
9.80%
5.00%
10.16%
18.86%
34.90%
11.42%
7.03%
8.54%
6.79%
10.55%
11.16%
5.86%
12.40%
25.09%
43.82%
11.69%
6.24%
8.46%
7.03%
10.54%
9.72%
5.04%
10.06%
17.49%
31.44%
9.21%
5.54%
7.97%
6.95%
10.71%
10.62%
As of May 10, 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