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 September 16, 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
-7.50%
15.36%
33.58%
3.36%
-3.69%
24.89%
9.20%
-17.98%
32.17%
7.99%
26.35%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.35%
-6.81%
17.82%
40.53%
0.89%
-7.12%
25.13%
6.71%
-17.90%
20.26%
3.74%
22.63%
-2.88%
12.59%
37.03%
6.57%
-5.27%
27.92%
10.24%
-14.39%
27.13%
0.44%
18.46%
-0.78%
13.34%
37.66%
4.05%
1.93%
29.89%
5.28%
-21.44%
16.12%
-5.11%
24.20%
-0.93%
14.20%
27.97%
0.04%
-13.23%
30.91%
6.77%
-10.83%
11.38%
6.27%
11.51%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.71%
-4.28%
-2.23%
62.68%
11.86%
13.34%
12.52%
8.85%
9.68%
10.70%
0.02%
6.29%
13.70%
34.13%
17.59%
18.10%
16.24%
10.73%
9.45%
10.61%
-2.24%
-2.81%
3.12%
53.06%
6.04%
9.42%
10.50%
--
--
7.20%
-1.98%
-5.42%
-2.23%
46.57%
6.41%
10.05%
11.71%
7.37%
9.01%
10.38%
-0.62%
-3.09%
0.36%
57.13%
1.93%
5.80%
9.95%
6.29%
7.69%
9.05%
-3.44%
-3.34%
-3.49%
26.04%
5.00%
7.95%
8.28%
6.86%
8.38%
7.70%
As of September 16, 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