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 18, 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
16.15%
3.43%
21.28%
15.82%
3.42%
15.71%
9.05%
-7.37%
18.31%
0.57%
14.32%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.81%
--
--
26.61%
16.73%
-1.12%
10.68%
14.07%
-3.66%
27.83%
8.30%
15.81%
-0.21%
17.22%
28.95%
12.09%
1.81%
14.33%
8.24%
-7.75%
25.23%
0.20%
14.76%
--
--
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
18.43%
3.23%
14.50%
33.96%
10.26%
0.37%
16.83%
14.86%
-8.58%
28.00%
-2.05%
24.54%
As of October 18, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.46%
2.34%
2.32%
21.90%
8.78%
7.77%
9.64%
7.34%
7.81%
8.46%
1.30%
4.04%
7.94%
30.69%
19.59%
18.16%
16.17%
10.50%
9.59%
10.59%
1.15%
0.48%
4.10%
21.44%
14.41%
13.24%
--
--
--
12.47%
2.18%
1.90%
3.16%
25.47%
10.47%
8.83%
11.39%
7.78%
--
7.98%
2.45%
3.56%
3.79%
28.11%
11.41%
11.26%
--
--
--
9.90%
3.85%
6.33%
7.37%
43.77%
12.00%
12.15%
13.04%
8.12%
7.96%
6.42%
As of October 18, 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
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--
--
--
--
As of September 30, 2021