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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 15, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
3.44%
14.31%
29.21%
10.01%
-8.27%
16.28%
16.21%
-9.74%
25.16%
-2.16%
20.46%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
18.83%
--
--
--
--
--
--
--
--
--
6.84%
19.71%
3.05%
10.84%
19.06%
11.82%
0.11%
18.82%
12.82%
-4.88%
23.59%
0.47%
12.36%
--
--
31.27%
9.89%
-0.70%
10.79%
20.12%
-7.42%
25.89%
8.64%
21.38%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.42%
3.14%
7.48%
29.17%
10.24%
11.28%
10.86%
6.36%
8.23%
8.50%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
1.51%
2.13%
5.36%
30.61%
11.36%
10.57%
10.94%
7.75%
6.76%
8.81%
0.91%
2.42%
6.48%
34.56%
--
--
--
--
--
16.30%
0.58%
1.08%
4.58%
20.20%
10.40%
9.56%
10.71%
7.28%
8.01%
9.95%
0.76%
2.73%
7.37%
35.00%
15.13%
13.86%
--
--
--
12.48%
As of October 15, 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
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--
--
--
--
As of September 30, 2021