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 17, 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
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
16.76%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-6.85%
9.90%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
18.17%
-0.44%
17.21%
38.06%
12.12%
1.04%
14.10%
14.45%
-15.57%
28.90%
4.80%
17.62%
1.38%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
20.25%
-1.65%
15.25%
28.70%
15.14%
-2.52%
21.57%
10.47%
-13.84%
27.52%
0.68%
14.48%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.00%
-0.08%
1.84%
38.70%
10.74%
10.93%
11.41%
7.34%
--
8.70%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.62%
0.61%
3.29%
35.07%
7.19%
8.31%
9.28%
6.01%
7.35%
9.09%
-1.05%
-0.57%
2.33%
38.03%
9.37%
10.52%
12.85%
10.11%
10.66%
9.22%
-1.61%
0.78%
4.49%
38.64%
8.15%
9.36%
11.75%
8.08%
9.91%
11.10%
-1.94%
-0.42%
2.02%
29.90%
7.14%
8.97%
11.56%
8.41%
--
9.18%
As of September 17, 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