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 24, 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
1.38%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
21.32%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
-0.44%
17.21%
38.06%
12.12%
1.04%
14.10%
14.45%
-15.57%
28.90%
4.80%
19.36%
--
--
--
--
1.13%
15.04%
8.43%
-9.11%
23.53%
3.01%
17.88%
-5.23%
17.83%
37.43%
15.47%
-5.55%
11.27%
15.76%
-19.69%
22.30%
-0.03%
23.87%
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
18.04%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.46%
0.34%
8.26%
49.04%
8.46%
9.17%
12.61%
8.21%
10.19%
11.13%
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
-0.34%
-0.07%
8.28%
49.62%
9.83%
10.48%
13.93%
10.26%
11.04%
9.28%
-1.81%
-0.14%
7.55%
48.84%
8.99%
8.80%
--
--
--
9.02%
-1.93%
1.78%
9.47%
54.70%
7.84%
8.42%
11.97%
7.18%
--
8.23%
-0.99%
-0.50%
7.28%
49.45%
10.96%
10.76%
12.43%
7.47%
--
8.75%
As of September 24, 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