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 October 22, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
3.57%
11.51%
19.46%
12.47%
0.60%
19.49%
13.33%
-4.39%
24.69%
1.87%
15.00%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
3.04%
14.42%
30.55%
9.81%
-4.61%
13.53%
13.53%
-7.72%
24.72%
5.88%
24.89%
--
--
--
--
--
--
18.00%
-3.88%
25.97%
3.43%
21.94%
1.62%
13.58%
32.93%
8.76%
-3.69%
12.60%
12.41%
-4.52%
30.36%
8.73%
20.09%
1.33%
13.44%
31.46%
12.72%
-1.06%
14.75%
18.20%
-5.19%
28.25%
8.05%
25.93%
As of October 22, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.35%
3.26%
6.31%
23.29%
11.91%
10.84%
11.41%
8.01%
8.75%
10.63%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
5.74%
7.60%
9.30%
42.97%
15.42%
13.26%
12.26%
--
--
9.13%
3.90%
4.68%
8.98%
31.22%
13.82%
--
--
--
--
13.17%
3.82%
4.08%
7.19%
31.95%
16.25%
13.53%
12.90%
10.57%
10.08%
9.01%
4.97%
6.77%
10.41%
38.75%
17.69%
16.03%
14.38%
9.94%
9.68%
10.29%
As of October 22, 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 September 30, 2021