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
-3.46%
12.31%
45.80%
5.61%
-1.94%
16.53%
14.15%
-18.05%
29.36%
9.48%
16.55%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
--
--
--
--
--
--
--
-10.70%
28.01%
6.61%
23.66%
--
16.78%
36.86%
10.96%
-6.03%
20.35%
16.33%
-14.96%
27.69%
5.23%
19.95%
-5.14%
21.09%
35.97%
5.65%
-11.93%
25.85%
19.70%
-22.18%
29.35%
3.67%
24.89%
-6.88%
20.24%
47.55%
7.80%
-5.24%
13.10%
15.28%
-13.70%
24.82%
9.18%
21.44%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.45%
-3.50%
-0.86%
40.73%
9.44%
10.74%
12.11%
8.64%
9.40%
9.95%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
-1.80%
-1.01%
5.71%
50.03%
13.16%
--
--
--
--
11.57%
-1.04%
-2.90%
1.28%
44.53%
9.70%
11.71%
12.98%
--
--
11.21%
-1.83%
-2.20%
-0.24%
54.88%
8.49%
12.27%
12.14%
7.44%
8.13%
9.83%
-1.00%
-1.68%
1.75%
46.82%
10.80%
11.72%
13.09%
9.51%
9.15%
10.77%
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