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 October 22, 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
11.12%
9.67%
23.66%
11.89%
0.35%
10.54%
17.12%
-4.64%
19.88%
-4.06%
23.20%
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%
10.47%
12.64%
30.22%
13.44%
0.30%
16.84%
16.38%
-5.90%
24.17%
1.14%
21.21%
1.16%
13.27%
31.15%
12.56%
-1.21%
14.52%
18.09%
-5.31%
28.17%
7.99%
25.79%
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

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.92%
4.58%
8.57%
34.00%
10.38%
10.56%
10.72%
7.36%
--
8.66%
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%
5.27%
5.08%
7.59%
33.61%
12.59%
12.40%
13.00%
--
--
8.60%
4.94%
6.71%
10.32%
38.60%
17.57%
15.92%
14.23%
9.80%
9.58%
10.20%
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