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 12, 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
-1.24%
16.62%
29.07%
6.91%
-7.18%
18.63%
15.52%
-9.84%
25.90%
0.73%
17.65%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.10%
8.19%
10.17%
24.08%
4.16%
-2.91%
15.64%
20.96%
-0.53%
25.44%
8.72%
13.55%
1.96%
14.06%
30.02%
8.16%
-5.26%
17.82%
16.75%
-9.56%
25.75%
-4.76%
14.91%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
13.80%
1.11%
17.50%
34.06%
11.49%
-3.60%
12.90%
18.56%
-8.53%
25.86%
-1.02%
19.21%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.92%
10.98%
29.02%
57.32%
10.43%
12.18%
9.82%
7.26%
7.02%
10.30%
0.65%
6.38%
17.09%
44.03%
17.20%
17.25%
14.27%
10.27%
8.33%
10.45%
2.23%
10.07%
21.19%
49.23%
15.62%
15.73%
11.71%
10.24%
--
11.05%
1.54%
9.79%
23.54%
44.78%
7.13%
10.76%
9.48%
7.85%
6.83%
8.41%
2.54%
10.32%
20.06%
44.14%
11.80%
12.20%
11.24%
8.98%
--
9.61%
2.56%
12.61%
28.71%
54.21%
10.46%
12.65%
11.04%
6.90%
--
7.72%
As of May 12, 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