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
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
14.40%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
0.90%
12.98%
30.93%
12.33%
-1.47%
14.26%
17.74%
-5.56%
27.71%
7.64%
14.22%
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
14.07%
--
--
--
--
--
--
18.00%
-4.06%
25.44%
2.74%
12.61%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
13.80%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.72%
9.98%
22.16%
39.50%
9.94%
10.25%
9.59%
8.04%
5.60%
8.80%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
0.59%
9.45%
21.38%
47.63%
13.89%
14.31%
11.83%
9.27%
8.38%
9.80%
2.19%
10.66%
20.20%
45.70%
12.08%
12.59%
11.65%
9.01%
7.58%
8.97%
1.88%
8.90%
18.90%
38.26%
11.20%
--
--
--
--
12.23%
2.54%
10.32%
20.06%
44.14%
11.80%
12.20%
11.24%
8.98%
--
9.61%
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