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
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
17.46%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
12.08%
0.90%
12.98%
30.93%
12.33%
-1.47%
14.26%
17.74%
-5.56%
27.71%
7.64%
17.88%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
17.68%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
17.06%
6.93%
10.69%
31.42%
7.71%
-5.58%
9.32%
15.87%
-11.86%
21.14%
6.15%
16.94%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.27%
14.46%
21.84%
46.00%
13.27%
13.09%
11.94%
9.07%
7.70%
9.06%
1.53%
7.51%
19.02%
45.31%
17.62%
17.24%
14.25%
10.24%
8.33%
10.48%
3.82%
13.65%
23.50%
48.15%
15.21%
14.90%
12.13%
9.33%
8.60%
9.95%
4.69%
13.38%
24.03%
40.42%
11.02%
10.83%
9.85%
8.08%
5.75%
8.90%
5.58%
14.15%
22.05%
44.25%
12.95%
12.75%
11.53%
9.03%
--
9.79%
3.97%
12.61%
23.93%
49.63%
8.95%
11.39%
9.37%
6.89%
5.88%
8.14%
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