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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of September 22, 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
-1.41%
21.98%
41.72%
27.47%
7.54%
-11.68%
15.28%
-0.63%
30.23%
16.14%
12.81%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
15.50%
4.46%
15.22%
44.20%
27.10%
8.06%
-15.12%
15.94%
5.81%
25.64%
12.73%
13.51%
7.56%
19.50%
49.04%
26.06%
12.33%
-8.86%
21.23%
-3.31%
32.82%
22.18%
9.30%
2.58%
18.61%
50.28%
16.74%
11.16%
-4.57%
31.65%
-1.11%
31.18%
10.90%
1.85%
5.61%
17.92%
43.74%
28.48%
10.68%
-6.37%
24.41%
7.63%
24.88%
19.06%
7.91%
As of September 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.85%
4.83%
10.92%
23.82%
15.58%
12.40%
16.03%
10.27%
8.96%
12.03%
-0.08%
2.76%
10.27%
33.08%
13.71%
14.06%
13.09%
7.73%
8.65%
8.12%
-3.21%
3.84%
13.43%
22.53%
14.11%
12.18%
15.13%
11.24%
9.62%
13.22%
-1.12%
2.04%
7.86%
23.20%
14.76%
14.14%
17.72%
12.01%
11.72%
12.12%
-0.43%
-0.88%
-0.04%
9.73%
8.13%
12.42%
16.41%
--
--
15.15%
-2.11%
1.00%
8.09%
19.52%
13.44%
14.74%
17.95%
13.73%
14.66%
14.98%
As of September 22, 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
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--
--
--
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As of August 31, 2021