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 14, 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
-0.74%
13.71%
22.79%
7.05%
-1.51%
6.64%
19.37%
-6.95%
23.64%
12.61%
9.16%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.73%
--
--
--
6.87%
-1.67%
9.41%
17.53%
-7.36%
22.65%
13.52%
8.28%
-2.11%
15.04%
27.06%
8.24%
-2.02%
5.80%
21.84%
-8.87%
26.99%
15.15%
10.52%
0.39%
12.09%
16.82%
6.01%
-1.43%
6.04%
14.44%
-5.65%
19.25%
10.60%
6.88%
1.44%
10.54%
10.64%
5.43%
-1.43%
5.61%
10.67%
-4.32%
15.26%
8.77%
4.62%
As of May 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.25%
3.90%
15.04%
41.88%
11.66%
12.45%
9.55%
7.51%
6.85%
8.16%
1.30%
6.47%
17.30%
48.72%
17.39%
17.58%
14.37%
10.40%
8.34%
10.47%
1.18%
2.85%
14.24%
40.50%
11.26%
12.18%
--
--
--
9.02%
1.29%
4.06%
17.63%
51.08%
13.10%
13.89%
10.50%
7.87%
6.96%
8.70%
1.03%
2.90%
11.50%
31.99%
9.72%
9.86%
7.76%
6.67%
6.33%
7.46%
0.83%
1.98%
8.13%
23.00%
7.86%
7.61%
6.14%
5.87%
5.73%
5.62%
As of May 14, 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