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 10, 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
2.96%
17.94%
36.23%
18.69%
9.19%
6.77%
32.29%
-0.63%
38.66%
47.94%
3.76%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
12.08%
2.90%
17.46%
36.00%
18.75%
9.09%
6.68%
32.29%
-0.44%
38.86%
48.30%
3.77%
1.98%
19.66%
41.10%
18.44%
1.43%
7.94%
32.09%
-0.64%
38.56%
47.96%
3.68%
1.64%
15.72%
33.91%
16.87%
7.45%
5.12%
30.41%
-1.75%
36.58%
45.00%
2.98%
2.42%
17.14%
35.06%
17.84%
8.59%
5.93%
31.21%
-1.37%
37.53%
46.78%
3.47%
As of May 10, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.50%
-2.11%
15.09%
45.17%
24.74%
25.44%
19.40%
15.27%
10.72%
6.95%
1.53%
7.51%
19.02%
45.31%
17.62%
17.24%
14.25%
10.24%
8.33%
10.48%
-3.50%
-2.10%
15.09%
45.41%
24.95%
25.60%
19.38%
15.15%
10.54%
7.47%
-3.51%
-2.13%
15.00%
45.09%
24.68%
25.34%
18.97%
14.17%
--
13.06%
-3.60%
-2.60%
13.96%
42.54%
22.71%
23.50%
17.50%
13.61%
9.27%
5.46%
-3.55%
-2.30%
14.61%
44.19%
23.75%
24.45%
18.52%
14.51%
9.87%
13.16%
As of May 10, 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