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 October 19, 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
0.64%
18.51%
39.66%
13.44%
2.16%
15.35%
15.69%
-14.59%
30.28%
6.01%
23.98%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
21.70%
2.42%
20.48%
31.99%
15.14%
-2.35%
14.62%
13.67%
-11.65%
26.63%
0.41%
26.37%
-2.04%
18.52%
36.63%
10.29%
-2.14%
15.86%
13.84%
-11.31%
31.08%
4.40%
24.99%
-0.56%
18.91%
39.13%
12.12%
-2.65%
21.68%
11.27%
-13.02%
35.68%
3.36%
23.76%
-0.72%
16.44%
30.16%
16.80%
-1.22%
23.19%
11.96%
-12.66%
29.31%
1.97%
19.08%
As of October 19, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.63%
8.56%
5.51%
44.19%
14.75%
12.43%
14.83%
11.33%
11.97%
10.53%
2.05%
6.50%
9.32%
33.84%
19.89%
18.28%
16.40%
10.55%
9.60%
10.61%
4.36%
7.86%
5.25%
44.86%
13.18%
11.26%
13.38%
9.26%
11.21%
12.35%
3.96%
9.29%
6.63%
42.60%
15.67%
12.80%
13.86%
9.27%
10.26%
9.66%
5.14%
8.99%
7.33%
43.07%
16.55%
12.59%
14.75%
9.91%
11.63%
12.33%
2.99%
5.97%
3.07%
33.74%
12.03%
10.68%
13.35%
9.61%
--
10.59%
As of October 19, 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