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 October 25, 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
1.60%
19.69%
31.26%
14.66%
-3.27%
14.42%
13.41%
-12.37%
25.81%
0.08%
27.73%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.97%
-5.02%
19.27%
31.24%
10.33%
-3.65%
24.02%
11.34%
-10.86%
19.30%
9.58%
24.33%
-4.05%
16.93%
41.54%
9.48%
-7.68%
22.14%
13.42%
-12.35%
18.48%
-5.36%
26.99%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
27.70%
--
--
30.71%
6.53%
-3.28%
20.87%
10.72%
-11.42%
24.71%
-0.66%
22.38%
As of October 25, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.00%
5.77%
5.72%
42.26%
14.17%
11.24%
12.64%
8.69%
--
9.76%
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
6.60%
7.04%
5.17%
40.53%
14.26%
11.87%
12.87%
9.13%
10.79%
11.29%
3.12%
4.43%
2.89%
43.32%
8.64%
9.11%
11.44%
8.42%
7.56%
7.92%
5.08%
5.84%
5.74%
41.87%
13.98%
10.96%
12.41%
8.59%
10.54%
11.72%
3.39%
3.74%
3.91%
39.88%
11.03%
9.86%
--
--
--
10.98%
As of October 25, 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