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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 15, 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
11.89%
5.99%
19.16%
20.32%
-11.60%
12.63%
16.46%
7.52%
21.10%
-1.27%
6.13%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.95%
7.19%
12.38%
25.34%
19.69%
-13.28%
14.79%
12.98%
0.68%
26.09%
3.50%
7.39%
16.80%
0.44%
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
5.26%
18.85%
5.08%
13.19%
24.54%
-7.84%
17.13%
10.02%
2.19%
26.16%
-2.41%
7.39%
7.26%
3.46%
19.48%
8.05%
-9.05%
16.20%
8.04%
-2.74%
17.69%
-3.98%
10.48%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.83%
2.08%
-0.29%
10.41%
7.25%
9.95%
9.81%
7.08%
6.96%
7.79%
-0.47%
2.52%
6.48%
29.46%
16.75%
14.94%
12.25%
7.59%
8.09%
8.15%
-0.75%
2.84%
2.84%
8.43%
11.85%
10.14%
11.02%
7.12%
8.51%
11.72%
-1.43%
-0.08%
-1.51%
6.22%
5.44%
6.58%
7.66%
5.81%
4.62%
4.13%
-2.13%
0.63%
0.13%
8.10%
9.82%
8.79%
9.76%
7.96%
8.60%
7.46%
-0.63%
1.15%
0.30%
15.50%
6.50%
6.50%
6.81%
5.70%
6.40%
6.68%
As of October 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 September 30, 2021