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 17, 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
7.26%
3.46%
19.48%
8.05%
-9.05%
16.20%
8.04%
-2.74%
17.69%
-3.98%
9.16%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
18.85%
5.08%
13.19%
24.54%
-7.84%
17.13%
10.02%
2.19%
26.16%
-2.41%
7.18%
16.80%
0.44%
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
4.52%
7.19%
12.38%
25.34%
19.69%
-13.28%
14.79%
12.98%
0.68%
26.09%
3.50%
6.13%
11.89%
5.99%
19.16%
20.32%
-11.60%
12.63%
16.46%
7.52%
21.10%
-1.27%
5.82%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.35%
-0.49%
3.92%
19.15%
5.15%
5.90%
6.67%
5.76%
6.33%
6.64%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
-3.84%
0.63%
6.95%
15.14%
8.95%
8.16%
9.83%
8.14%
8.47%
7.46%
-4.34%
-1.04%
4.43%
12.51%
4.53%
5.81%
7.53%
5.91%
4.45%
4.11%
-2.71%
1.08%
8.24%
13.00%
10.31%
9.44%
10.70%
7.27%
8.37%
11.71%
-2.40%
1.24%
5.52%
19.02%
6.70%
9.45%
9.66%
7.20%
6.94%
7.80%
As of September 17, 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