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 September 27, 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
0.62%
18.57%
39.49%
13.29%
2.06%
15.25%
15.64%
-14.74%
30.14%
5.91%
21.48%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.54%
--
--
--
--
--
17.01%
12.64%
-14.43%
28.05%
4.80%
22.66%
2.17%
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
23.34%
-1.81%
18.86%
36.57%
10.15%
-2.27%
15.68%
13.69%
-11.44%
30.83%
4.27%
21.89%
-0.29%
16.02%
37.66%
13.98%
-1.80%
15.26%
17.04%
-12.42%
27.99%
2.54%
21.91%
As of September 27, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.60%
0.32%
6.18%
50.73%
11.76%
11.92%
14.75%
11.35%
12.19%
10.43%
-1.36%
4.14%
12.57%
36.71%
17.19%
17.71%
16.55%
10.59%
9.79%
10.57%
-0.82%
-0.25%
5.51%
56.84%
10.99%
11.45%
--
--
--
8.95%
-1.40%
0.58%
5.89%
49.97%
10.05%
10.39%
13.18%
9.01%
11.02%
12.05%
-0.93%
1.52%
6.75%
47.61%
12.46%
12.11%
13.74%
9.32%
10.66%
9.70%
-1.44%
1.46%
6.34%
46.69%
10.90%
11.56%
13.96%
9.19%
--
9.31%
As of September 27, 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