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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
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As of October 22, 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
8.16%
4.26%
20.16%
8.99%
-8.32%
17.01%
8.79%
-2.00%
18.67%
-3.36%
12.64%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.53%
19.44%
5.65%
13.71%
25.18%
-7.38%
17.77%
10.56%
2.70%
26.80%
-1.95%
9.97%
7.92%
13.24%
26.22%
20.52%
-12.67%
15.57%
13.79%
1.42%
27.05%
4.21%
10.30%
17.66%
1.19%
13.74%
22.77%
-7.41%
16.41%
11.04%
3.82%
19.10%
-4.80%
7.82%
12.70%
6.72%
20.07%
21.23%
-10.97%
13.53%
17.31%
8.34%
22.02%
-0.51%
9.46%
As of October 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.21%
3.68%
2.05%
15.91%
7.29%
7.50%
7.55%
6.46%
7.29%
7.53%
2.62%
3.79%
8.54%
32.01%
17.31%
15.14%
12.32%
7.62%
8.17%
8.20%
2.80%
4.13%
2.39%
8.22%
10.36%
9.63%
10.25%
8.46%
9.26%
8.03%
3.68%
5.95%
5.22%
10.92%
12.89%
11.19%
11.69%
7.92%
9.49%
12.44%
3.26%
3.35%
0.60%
6.82%
6.20%
7.62%
8.40%
6.56%
5.63%
5.04%
3.70%
5.94%
3.31%
11.36%
8.61%
11.19%
10.62%
7.83%
8.10%
8.67%
As of October 22, 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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--
--
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As of September 30, 2021