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 24, 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
-9.83%
14.22%
34.86%
7.49%
8.85%
-0.39%
29.42%
2.47%
29.76%
45.10%
17.57%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
--
--
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
23.24%
-7.88%
22.86%
30.78%
7.63%
11.42%
1.51%
28.39%
0.52%
35.66%
37.88%
22.03%
-0.56%
14.66%
36.16%
8.88%
10.01%
-2.21%
35.42%
-1.89%
31.81%
54.70%
15.64%
-4.20%
16.78%
35.57%
12.79%
0.26%
5.55%
30.01%
1.52%
35.35%
37.39%
17.22%
As of September 24, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.27%
7.20%
21.97%
38.14%
23.49%
23.36%
18.25%
13.40%
10.49%
0.67%
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
0.51%
6.10%
22.97%
40.42%
25.40%
23.84%
--
--
--
19.01%
1.17%
6.90%
22.85%
41.25%
24.89%
23.79%
19.60%
13.60%
11.88%
12.57%
0.38%
6.14%
22.42%
36.76%
25.67%
25.17%
19.44%
13.25%
10.96%
10.17%
-0.35%
6.27%
19.97%
31.62%
23.17%
23.59%
19.35%
12.97%
9.70%
9.37%
As of September 24, 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