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 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
-9.06%
24.34%
33.88%
7.73%
-1.68%
12.36%
13.06%
-14.78%
30.38%
0.21%
21.00%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-1.31%
19.82%
37.58%
4.88%
-2.28%
23.78%
15.30%
-14.26%
36.95%
2.85%
19.60%
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
23.61%
-4.57%
16.30%
34.73%
11.74%
-5.43%
13.72%
13.02%
-13.73%
31.04%
6.32%
21.52%
-4.17%
17.65%
33.21%
13.26%
-7.38%
14.91%
14.42%
-11.09%
26.54%
6.29%
25.87%
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
3.06%
4.66%
3.17%
41.51%
11.91%
10.53%
11.93%
7.92%
9.70%
8.67%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
2.06%
3.59%
2.04%
38.48%
14.38%
12.82%
13.71%
8.68%
10.22%
10.64%
1.98%
5.01%
5.91%
38.95%
14.68%
12.13%
13.00%
8.73%
9.66%
9.17%
3.02%
3.94%
3.47%
40.58%
14.58%
12.34%
12.50%
7.88%
--
9.40%
1.73%
4.04%
5.33%
42.41%
15.14%
13.11%
12.97%
8.82%
--
10.04%
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