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 September 15, 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
4.44%
18.56%
3.98%
12.19%
1.42%
9.97%
7.01%
-0.93%
17.57%
-1.37%
15.66%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.50%
--
17.21%
5.17%
10.77%
2.30%
8.31%
7.44%
0.67%
16.01%
0.56%
13.49%
7.15%
17.77%
1.28%
29.20%
3.04%
5.01%
3.35%
-6.86%
22.44%
-7.10%
27.53%
7.89%
16.63%
0.87%
29.34%
2.40%
7.51%
4.53%
-3.86%
26.86%
-6.25%
27.65%
8.08%
16.57%
0.57%
23.69%
2.92%
3.90%
11.55%
-5.39%
31.48%
-1.55%
27.99%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.71%
2.70%
9.41%
24.33%
9.03%
7.35%
8.53%
6.74%
--
7.59%
0.22%
3.99%
11.72%
31.77%
14.95%
14.93%
12.48%
7.85%
8.20%
8.19%
0.76%
2.76%
8.53%
22.16%
8.89%
7.46%
--
--
--
8.49%
1.30%
4.45%
18.59%
30.07%
9.53%
6.72%
9.41%
5.79%
--
9.71%
0.48%
3.31%
17.44%
31.99%
12.32%
8.50%
10.30%
--
--
5.41%
0.79%
3.58%
18.24%
30.91%
15.61%
11.32%
11.02%
7.87%
--
11.45%
As of September 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
--
--
--
--
--
As of August 31, 2021