Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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
-1.74%
2.67%
18.14%
-14.26%
-21.50%
33.10%
3.17%
-17.15%
13.20%
-30.84%
15.48%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
8.18%
-8.31%
-1.40%
22.29%
-17.25%
-29.36%
24.58%
-8.25%
-26.76%
4.79%
-32.16%
32.22%
-68.52%
208.3%
23.85%
-18.50%
-30.17%
-56.33%
-6.16%
124.1%
6.50%
-34.24%
36.92%
--
--
--
--
-16.75%
23.45%
-1.94%
-24.51%
7.68%
-0.02%
27.10%
2.79%
3.49%
25.78%
-9.88%
-23.22%
28.94%
-2.39%
-19.91%
9.34%
-33.00%
39.85%
As of May 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.97%
9.54%
20.99%
26.92%
-11.71%
-2.07%
-2.57%
0.09%
5.55%
8.82%
-0.70%
3.13%
15.23%
46.94%
12.67%
14.13%
10.10%
7.21%
6.81%
7.96%
7.51%
17.00%
51.63%
55.05%
-13.57%
-6.58%
-6.92%
-2.61%
2.21%
5.58%
9.27%
15.48%
59.54%
64.13%
25.65%
-4.09%
-5.45%
5.20%
7.40%
2.33%
6.25%
9.31%
46.08%
74.88%
-0.59%
3.72%
--
--
--
0.03%
8.59%
16.79%
60.26%
59.30%
-8.57%
-1.16%
-1.24%
1.37%
--
4.52%
As of May 13, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2021