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 14, 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
-4.26%
16.81%
35.58%
12.78%
0.32%
5.54%
29.95%
1.51%
35.37%
37.41%
14.94%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.51%
-1.40%
12.11%
35.51%
9.42%
5.07%
-3.41%
31.02%
2.69%
32.07%
35.87%
19.05%
-1.24%
13.50%
23.03%
7.29%
1.14%
-0.88%
28.76%
-5.44%
28.13%
30.52%
15.23%
-5.69%
15.79%
35.27%
12.51%
-1.16%
6.85%
28.08%
-1.63%
34.81%
27.55%
17.03%
-1.36%
13.67%
37.47%
11.46%
-4.76%
5.46%
24.06%
0.78%
30.71%
36.93%
18.39%
As of October 14, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.09%
0.81%
9.15%
19.11%
24.75%
23.41%
18.17%
12.45%
9.02%
9.26%
-0.01%
1.81%
8.35%
29.11%
19.19%
17.98%
16.06%
10.42%
9.41%
10.56%
-1.22%
2.94%
11.11%
24.62%
24.67%
23.04%
16.90%
12.14%
10.33%
9.76%
-1.25%
1.91%
7.90%
21.85%
18.80%
19.13%
13.32%
9.36%
--
9.87%
-1.35%
0.69%
6.61%
23.77%
22.69%
21.04%
16.77%
10.62%
9.01%
11.87%
-1.44%
2.28%
11.37%
26.35%
23.56%
22.58%
16.49%
10.54%
--
10.35%
As of October 14, 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