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 23, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
-6.58%
22.11%
37.22%
11.85%
-6.41%
16.19%
15.78%
-17.31%
31.86%
9.38%
26.86%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.70%
-9.16%
27.29%
30.60%
6.63%
-2.43%
11.41%
19.31%
-17.32%
34.73%
8.41%
24.26%
-2.04%
18.52%
36.63%
10.29%
-2.14%
15.86%
13.84%
-11.31%
31.08%
4.40%
20.88%
2.42%
20.48%
31.99%
15.14%
-2.35%
14.62%
13.67%
-11.65%
26.63%
0.41%
22.01%
-0.72%
16.44%
30.16%
16.80%
-1.22%
23.19%
11.96%
-12.66%
29.31%
1.97%
16.17%
As of September 23, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.46%
0.26%
10.94%
69.32%
13.39%
13.12%
14.83%
8.72%
10.62%
12.28%
-0.57%
5.24%
14.57%
39.50%
17.04%
17.69%
16.96%
10.72%
10.10%
10.58%
-0.08%
0.56%
10.30%
64.84%
13.43%
13.33%
14.31%
8.95%
10.55%
11.72%
0.06%
2.26%
9.72%
48.50%
11.48%
11.94%
14.17%
9.32%
10.60%
9.52%
-0.86%
1.28%
8.89%
50.65%
9.14%
10.22%
13.72%
9.28%
11.42%
12.23%
-0.95%
1.04%
6.18%
40.28%
8.36%
10.20%
13.76%
9.79%
--
10.47%
As of September 23, 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