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
11.01%
31.93%
51.40%
31.94%
12.98%
-10.28%
28.09%
1.35%
29.25%
30.27%
-0.44%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
7.57%
7.96%
20.07%
56.10%
32.58%
6.22%
-10.08%
24.38%
7.64%
28.22%
21.40%
1.90%
4.42%
21.10%
42.88%
20.66%
3.23%
-11.50%
15.75%
0.73%
32.33%
14.71%
-2.92%
10.57%
19.10%
42.68%
25.42%
7.21%
-3.33%
23.36%
5.55%
21.97%
18.24%
5.00%
11.50%
15.17%
43.26%
28.57%
12.71%
-8.94%
19.66%
1.21%
22.98%
12.67%
2.80%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.37%
-7.67%
5.52%
26.81%
17.36%
17.54%
18.27%
16.03%
13.94%
14.95%
-0.89%
2.55%
15.50%
43.56%
12.46%
13.81%
9.98%
7.17%
6.78%
7.94%
0.44%
-4.71%
3.09%
18.85%
15.55%
16.48%
16.60%
13.68%
11.07%
12.72%
-1.52%
-8.42%
2.70%
16.97%
13.41%
11.67%
11.30%
9.46%
8.19%
10.91%
1.72%
-0.73%
9.45%
25.05%
15.96%
15.00%
15.30%
12.22%
--
10.78%
3.23%
-0.52%
4.70%
15.50%
13.10%
11.25%
13.77%
11.38%
10.63%
16.02%
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