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 23, 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
-1.81%
18.86%
36.57%
10.15%
-2.27%
15.68%
13.69%
-11.44%
30.83%
4.27%
20.75%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.70%
-6.35%
18.43%
32.90%
13.33%
-8.71%
13.74%
13.33%
-11.46%
31.36%
4.13%
20.76%
0.62%
18.57%
39.49%
13.29%
2.06%
15.25%
15.64%
-14.74%
30.14%
5.91%
19.98%
2.17%
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
21.83%
-0.29%
16.02%
37.66%
13.98%
-1.80%
15.26%
17.04%
-12.42%
27.99%
2.54%
20.91%
As of September 23, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.03%
2.20%
9.63%
48.26%
11.32%
11.77%
14.08%
9.37%
10.74%
9.65%
-0.57%
5.24%
14.57%
39.50%
17.04%
17.69%
16.96%
10.72%
10.10%
10.58%
0.06%
2.20%
9.62%
48.62%
11.36%
12.02%
12.93%
8.63%
--
9.07%
0.39%
0.76%
8.87%
50.93%
10.51%
11.54%
15.08%
11.37%
12.33%
10.38%
-0.87%
1.23%
8.78%
50.32%
8.90%
9.97%
13.46%
9.02%
11.15%
12.00%
-0.42%
2.06%
7.91%
48.03%
9.77%
11.29%
14.25%
9.24%
--
9.26%
As of September 23, 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