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
6.96%
11.19%
28.89%
12.89%
0.84%
13.63%
20.95%
-4.28%
28.31%
7.91%
21.26%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
10.69%
13.58%
30.19%
11.38%
0.86%
14.82%
18.49%
-5.65%
25.35%
3.13%
22.05%
3.99%
12.89%
31.08%
11.93%
-3.22%
14.17%
16.68%
-5.47%
23.70%
0.30%
21.27%
10.47%
12.64%
30.22%
13.44%
0.30%
16.84%
16.38%
-5.90%
24.17%
1.14%
21.21%
7.31%
13.98%
29.66%
9.34%
-0.44%
15.16%
17.77%
-7.74%
26.19%
4.62%
22.01%
As of October 22, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.59%
4.39%
8.84%
31.85%
16.38%
15.57%
14.12%
9.96%
9.64%
10.87%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
5.48%
5.70%
8.62%
33.45%
14.21%
13.45%
13.43%
9.35%
9.13%
10.54%
4.68%
5.04%
7.96%
29.76%
12.31%
11.93%
12.01%
6.88%
7.06%
8.72%
5.27%
5.08%
7.59%
33.61%
12.59%
12.40%
13.00%
--
--
8.60%
5.43%
5.81%
8.89%
32.95%
15.03%
13.31%
13.01%
9.28%
--
10.08%
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