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 October 15, 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
-6.56%
19.34%
38.88%
11.76%
-5.79%
17.46%
14.70%
-15.28%
20.65%
0.60%
29.22%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-6.54%
16.45%
44.49%
9.73%
-10.37%
24.06%
11.59%
-18.31%
15.85%
4.22%
24.14%
-7.31%
21.79%
31.21%
11.00%
-6.00%
20.16%
11.68%
-7.83%
33.08%
-1.20%
22.64%
-2.33%
10.47%
26.10%
8.98%
-3.81%
19.34%
14.11%
-13.27%
30.38%
-1.45%
14.48%
2.37%
7.69%
44.32%
9.64%
-9.25%
16.01%
15.28%
-8.74%
26.69%
15.09%
17.74%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.99%
5.33%
7.20%
50.09%
12.28%
11.03%
12.44%
8.20%
9.30%
10.27%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
3.08%
5.48%
7.37%
40.83%
10.31%
9.66%
11.50%
9.24%
10.01%
11.44%
1.88%
3.06%
6.46%
36.17%
13.46%
12.88%
13.40%
10.11%
--
10.15%
0.87%
1.65%
0.87%
27.87%
9.46%
9.38%
10.10%
7.71%
9.51%
11.09%
-1.34%
2.12%
4.46%
27.90%
17.03%
13.58%
12.68%
--
--
11.25%
As of October 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 September 30, 2021