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
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
20.44%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-1.03%
12.85%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
20.28%
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
19.68%
-4.10%
14.33%
30.07%
11.45%
-3.77%
16.29%
6.76%
-14.66%
22.65%
2.46%
19.10%
-3.01%
9.72%
25.34%
8.44%
-4.31%
18.13%
13.35%
-13.77%
29.52%
-2.02%
11.60%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.58%
0.86%
4.62%
38.96%
8.42%
9.63%
12.03%
8.39%
10.30%
11.50%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.14%
-0.35%
2.57%
44.68%
11.56%
12.34%
11.55%
8.50%
9.19%
10.24%
-0.83%
1.63%
5.18%
38.89%
11.14%
11.48%
12.51%
8.71%
9.69%
9.03%
-0.44%
0.77%
3.73%
41.11%
7.23%
8.19%
9.97%
6.47%
7.88%
10.23%
-1.02%
-1.02%
1.21%
28.89%
6.05%
8.45%
9.02%
7.15%
8.89%
10.38%
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