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 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
-0.36%
15.14%
37.57%
15.16%
-6.21%
21.55%
12.78%
-19.55%
20.16%
-6.17%
33.31%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
-3.01%
9.72%
25.34%
8.44%
-4.31%
18.13%
13.35%
-13.77%
29.52%
-2.02%
16.38%
-1.03%
12.85%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
26.42%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
27.55%
-4.17%
17.65%
33.21%
13.26%
-7.38%
14.91%
14.42%
-11.09%
26.54%
6.29%
27.95%
As of October 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.08%
8.13%
8.29%
58.60%
9.73%
8.82%
11.27%
7.79%
8.99%
9.21%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
5.12%
4.46%
2.76%
28.84%
9.91%
9.08%
9.43%
7.20%
8.92%
10.54%
5.97%
6.98%
6.28%
47.25%
15.88%
13.16%
12.06%
8.60%
9.22%
10.41%
6.70%
6.60%
6.91%
42.65%
13.22%
10.85%
12.37%
8.61%
10.52%
11.72%
5.64%
6.17%
7.19%
44.22%
15.85%
13.39%
12.94%
8.91%
--
10.13%
As of October 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
--
--
--
--
--
As of September 30, 2021