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 13, 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
10.60%
13.49%
30.07%
11.29%
0.77%
14.70%
18.38%
-5.72%
25.22%
3.02%
16.27%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.08%
3.57%
11.51%
19.46%
12.47%
0.60%
19.49%
13.33%
-4.39%
24.11%
1.08%
9.53%
--
--
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
16.79%
-0.21%
17.22%
28.95%
12.09%
1.81%
14.33%
8.24%
-7.75%
25.23%
0.20%
14.83%
0.58%
14.55%
31.10%
12.89%
-4.34%
20.22%
8.47%
-9.35%
26.88%
0.65%
19.84%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.29%
11.84%
21.25%
49.12%
12.43%
13.11%
12.37%
9.42%
8.48%
10.47%
-0.59%
4.90%
15.57%
48.24%
16.84%
17.23%
14.20%
10.29%
8.28%
10.42%
2.60%
8.09%
12.25%
33.90%
9.81%
10.62%
10.10%
8.21%
8.43%
10.56%
3.90%
12.26%
21.69%
44.27%
11.57%
12.10%
--
--
--
10.30%
4.78%
12.68%
19.09%
47.69%
10.85%
9.18%
10.25%
8.28%
--
8.17%
4.15%
12.82%
28.53%
64.99%
11.24%
11.73%
10.74%
7.94%
8.20%
9.93%
As of May 13, 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