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 October 15, 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
-6.45%
16.17%
36.98%
13.29%
-7.84%
18.41%
16.93%
-14.51%
17.57%
-3.91%
27.67%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-6.50%
15.53%
37.05%
13.84%
-8.34%
16.17%
16.74%
-15.28%
16.74%
-2.62%
27.51%
--
16.78%
36.86%
10.96%
-6.03%
20.35%
16.33%
-14.96%
27.69%
5.23%
23.98%
-6.35%
18.43%
32.90%
13.33%
-8.71%
13.74%
13.33%
-11.46%
31.36%
4.13%
24.22%
--
--
--
--
--
--
--
-10.70%
28.01%
6.61%
27.27%
As of October 15, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.94%
3.64%
5.23%
55.87%
7.75%
9.44%
11.45%
7.49%
8.94%
9.17%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
4.00%
3.73%
5.51%
53.41%
7.67%
9.13%
11.13%
7.22%
8.75%
8.22%
3.36%
4.86%
4.06%
44.10%
13.30%
12.36%
13.45%
--
--
11.48%
2.07%
5.19%
6.29%
39.85%
15.38%
12.94%
12.49%
8.50%
--
9.22%
2.92%
4.02%
6.69%
51.04%
16.48%
--
--
--
--
12.15%
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