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 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
-2.82%
11.09%
30.74%
4.98%
-5.89%
30.07%
6.28%
-11.66%
22.14%
-0.78%
23.55%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-3.59%
12.86%
39.64%
6.23%
-7.63%
23.03%
11.26%
-19.41%
21.79%
0.00%
21.88%
-6.95%
10.27%
32.87%
2.10%
-7.21%
31.35%
13.06%
-18.93%
20.02%
7.01%
22.48%
-4.72%
19.42%
35.31%
3.36%
-8.35%
29.09%
2.30%
-14.67%
18.20%
5.28%
24.03%
-1.46%
13.01%
34.52%
4.84%
-7.99%
32.60%
5.21%
-19.75%
17.31%
-4.55%
29.71%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.87%
-3.21%
-1.40%
52.01%
6.45%
10.48%
10.62%
--
--
6.01%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-0.31%
-3.90%
-4.64%
61.74%
5.36%
9.32%
10.57%
7.06%
--
7.87%
0.99%
-3.23%
-3.26%
56.84%
7.25%
10.94%
10.68%
7.07%
9.10%
8.63%
0.66%
-3.22%
-3.22%
58.96%
7.52%
9.50%
11.04%
6.90%
8.71%
9.84%
0.19%
-2.62%
-1.56%
67.03%
4.19%
8.17%
9.51%
7.04%
9.49%
9.83%
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