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 September 17, 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
--
--
26.61%
16.73%
-1.12%
10.68%
14.07%
-3.66%
27.83%
8.30%
14.50%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
--
--
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
15.59%
16.15%
3.43%
21.28%
15.82%
3.42%
15.71%
9.05%
-7.37%
18.31%
0.57%
11.58%
--
--
32.24%
10.85%
-5.40%
14.62%
14.33%
-7.81%
21.83%
4.36%
19.38%
10.60%
13.49%
30.07%
11.29%
0.77%
14.70%
18.38%
-5.72%
25.22%
3.02%
16.80%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.38%
0.94%
9.23%
23.55%
12.42%
12.79%
--
--
--
12.45%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-2.40%
1.01%
5.26%
27.11%
9.21%
10.70%
--
--
--
9.66%
-2.55%
-0.82%
3.96%
21.18%
6.90%
7.17%
9.36%
7.45%
7.56%
8.40%
-2.09%
0.70%
6.27%
33.87%
10.76%
10.92%
--
--
--
10.75%
-2.58%
1.57%
6.99%
29.96%
10.88%
12.30%
13.24%
9.14%
8.90%
10.37%
As of September 17, 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 August 31, 2021