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 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
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
19.68%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.75%
27.20%
1.55%
24.90%
-9.06%
24.34%
33.88%
7.73%
-1.68%
12.36%
13.06%
-14.78%
30.38%
0.21%
16.36%
-1.03%
12.85%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
20.28%
-4.10%
14.33%
30.07%
11.45%
-3.77%
16.29%
6.76%
-14.66%
22.65%
2.46%
19.10%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.83%
1.63%
5.18%
38.89%
11.14%
11.48%
12.51%
8.71%
9.69%
9.03%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
0.30%
2.56%
6.52%
47.01%
9.74%
12.46%
12.42%
7.98%
9.75%
10.21%
-0.32%
0.11%
1.13%
39.40%
7.91%
9.68%
11.39%
7.90%
9.54%
8.50%
-1.14%
-0.35%
2.57%
44.68%
11.56%
12.34%
11.55%
8.50%
9.19%
10.24%
-0.44%
0.77%
3.73%
41.11%
7.23%
8.19%
9.97%
6.47%
7.88%
10.23%
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