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 15, 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
-0.44%
17.21%
38.06%
12.12%
1.04%
14.10%
14.45%
-15.57%
28.90%
4.80%
18.96%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
1.38%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
21.79%
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
17.55%
-4.59%
13.79%
29.41%
10.90%
-4.27%
15.70%
6.25%
-15.20%
22.04%
1.94%
19.87%
-6.85%
9.90%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
19.99%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.26%
-2.21%
3.10%
40.04%
9.73%
10.67%
13.02%
10.19%
10.39%
9.27%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
-1.41%
-0.69%
5.21%
41.07%
8.46%
9.57%
11.92%
8.17%
9.73%
11.16%
-1.88%
-1.86%
1.33%
40.43%
10.96%
11.00%
11.50%
7.39%
--
8.74%
-0.65%
-0.80%
3.74%
42.06%
6.93%
7.74%
9.55%
6.00%
7.06%
9.74%
-1.33%
-0.48%
4.58%
37.25%
7.59%
8.52%
9.48%
6.11%
7.14%
9.14%
As of September 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 August 31, 2021