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 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
-6.91%
25.08%
35.57%
10.92%
2.12%
3.56%
22.29%
-0.94%
36.75%
27.27%
13.62%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
--
--
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
22.31%
-4.20%
16.78%
35.57%
12.79%
0.26%
5.55%
30.01%
1.52%
35.35%
37.39%
17.01%
-7.88%
22.86%
30.78%
7.63%
11.42%
1.51%
28.39%
0.52%
35.66%
37.88%
21.92%
-7.45%
12.35%
38.65%
7.52%
4.10%
1.31%
26.13%
-4.48%
35.43%
41.14%
12.89%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.20%
7.23%
15.05%
26.09%
19.60%
19.41%
16.60%
--
--
12.26%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
2.02%
7.25%
19.67%
35.61%
25.58%
24.10%
--
--
--
18.96%
1.79%
8.30%
15.94%
29.29%
23.64%
23.89%
18.44%
12.90%
9.56%
9.37%
3.21%
8.38%
18.14%
37.85%
25.64%
24.11%
18.88%
13.63%
11.75%
12.58%
4.11%
3.43%
9.03%
30.56%
21.58%
20.97%
15.93%
11.18%
--
11.20%
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