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
3.54%
24.77%
34.61%
9.22%
3.39%
5.41%
34.06%
-4.47%
32.82%
39.61%
2.46%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
8.74%
-0.53%
13.96%
29.21%
10.97%
4.47%
4.36%
27.83%
-3.11%
32.82%
33.93%
3.88%
-2.09%
17.57%
43.40%
8.38%
9.43%
2.54%
37.68%
3.96%
28.36%
38.65%
2.06%
-1.89%
17.95%
36.08%
8.60%
5.80%
2.05%
23.73%
1.03%
27.68%
28.76%
5.38%
-0.94%
12.57%
35.24%
8.71%
0.83%
-5.08%
31.11%
-0.84%
33.09%
57.11%
0.11%
As of May 12, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.81%
-3.52%
10.03%
44.05%
18.99%
21.02%
16.46%
11.70%
--
10.56%
-1.48%
3.62%
15.73%
43.89%
16.36%
16.74%
13.97%
10.20%
8.21%
10.38%
-4.25%
-1.66%
10.26%
40.66%
19.16%
19.56%
14.34%
10.68%
7.64%
10.94%
-5.48%
-4.39%
8.48%
39.95%
19.41%
23.28%
17.16%
13.61%
8.93%
6.58%
-3.38%
-0.56%
13.76%
43.04%
17.64%
17.37%
13.81%
10.23%
6.85%
6.62%
-7.14%
-6.16%
8.72%
49.53%
22.84%
22.09%
14.89%
10.52%
8.92%
9.89%
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