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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 17, 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
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
13.32%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
9.75%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
15.01%
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
12.00%
4.90%
17.13%
0.65%
29.50%
4.31%
3.87%
4.99%
-5.91%
24.00%
-3.70%
15.94%
11.60%
17.77%
1.29%
29.66%
2.73%
5.69%
5.32%
-4.75%
30.88%
-8.14%
13.70%
As of May 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.36%
9.53%
12.10%
42.66%
12.71%
8.00%
9.30%
7.33%
10.79%
10.60%
-0.47%
4.72%
15.56%
48.29%
13.30%
14.37%
10.37%
7.51%
6.78%
8.02%
1.30%
10.44%
13.85%
44.51%
10.50%
5.12%
7.65%
5.57%
8.88%
8.76%
0.96%
9.15%
12.47%
40.67%
10.88%
6.01%
7.82%
6.07%
8.62%
9.41%
1.66%
10.87%
14.87%
45.79%
12.11%
6.61%
8.11%
6.17%
9.57%
9.70%
0.86%
8.78%
12.78%
41.22%
11.77%
6.75%
8.77%
6.37%
9.80%
10.31%
As of May 17, 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