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 September 15, 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
-1.53%
12.15%
32.15%
5.53%
-7.64%
21.37%
7.73%
-10.41%
28.22%
6.06%
20.93%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
-7.82%
20.20%
35.30%
10.46%
-7.45%
14.63%
14.04%
-18.44%
30.31%
8.57%
26.25%
-10.27%
25.72%
29.06%
5.34%
-3.58%
10.09%
17.92%
-18.26%
33.11%
7.10%
24.44%
1.38%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
21.79%
-4.97%
15.64%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
17.55%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.55%
-2.06%
3.24%
46.47%
11.23%
11.90%
11.11%
7.99%
8.36%
9.65%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
-1.07%
-1.96%
4.41%
58.24%
12.78%
12.17%
12.47%
7.31%
--
8.29%
-0.90%
-1.68%
4.80%
55.10%
12.84%
12.36%
11.99%
7.68%
8.14%
10.54%
-1.41%
-0.69%
5.21%
41.07%
8.46%
9.57%
11.92%
8.17%
9.73%
11.16%
-1.88%
-1.86%
1.33%
40.43%
10.96%
11.00%
11.50%
7.39%
--
8.74%
As of September 15, 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