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
-4.59%
13.79%
29.41%
10.90%
-4.27%
15.70%
6.25%
-15.20%
22.04%
1.94%
18.68%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-5.23%
17.83%
37.43%
15.47%
-5.55%
11.27%
15.76%
-19.69%
22.30%
-0.03%
22.82%
-0.44%
17.21%
38.06%
12.12%
1.04%
14.10%
14.45%
-15.57%
28.90%
4.80%
17.62%
1.38%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
20.25%
-1.53%
12.15%
32.15%
5.53%
-7.64%
21.37%
7.73%
-10.41%
28.22%
6.06%
19.83%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.47%
0.63%
3.44%
40.34%
6.65%
7.62%
9.41%
5.93%
7.37%
9.71%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-2.02%
1.37%
6.04%
44.52%
7.60%
8.65%
10.95%
7.06%
--
8.19%
-1.05%
-0.57%
2.33%
38.03%
9.37%
10.52%
12.85%
10.11%
10.66%
9.22%
-1.61%
0.78%
4.49%
38.64%
8.15%
9.36%
11.75%
8.08%
9.91%
11.10%
-1.21%
-0.51%
2.30%
43.94%
11.00%
11.78%
10.99%
7.93%
8.58%
9.62%
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