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
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
21.97%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
12.08%
-6.20%
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
22.29%
-1.01%
18.68%
44.18%
6.16%
-0.77%
8.36%
19.15%
-15.42%
30.05%
0.51%
22.58%
-8.79%
24.70%
34.32%
7.98%
-1.31%
12.70%
13.36%
-14.49%
30.74%
0.48%
19.91%
-4.81%
16.90%
32.45%
12.58%
-7.96%
14.23%
13.67%
-11.62%
25.74%
5.66%
25.21%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.60%
15.04%
28.05%
59.06%
9.26%
9.90%
8.23%
6.53%
7.44%
9.91%
1.53%
7.51%
19.02%
45.31%
17.62%
17.24%
14.25%
10.24%
8.33%
10.48%
4.16%
13.94%
32.25%
68.06%
9.18%
11.65%
9.13%
--
--
8.23%
4.35%
14.14%
32.80%
69.99%
10.97%
12.29%
10.77%
8.48%
7.94%
9.29%
3.42%
12.56%
28.66%
57.52%
10.20%
11.38%
9.90%
8.04%
9.14%
9.11%
5.95%
16.75%
32.78%
65.25%
13.73%
13.09%
10.35%
8.20%
--
9.63%
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