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 16, 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
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
26.54%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.31%
9.16%
14.94%
1.61%
29.85%
2.75%
3.18%
4.51%
-8.58%
27.61%
-7.16%
33.58%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
28.96%
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
27.14%
11.60%
17.77%
1.29%
29.66%
2.73%
5.69%
5.32%
-4.75%
30.88%
-8.14%
27.36%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.87%
4.87%
17.77%
31.71%
13.38%
9.75%
11.13%
7.10%
11.03%
11.01%
0.16%
4.12%
11.47%
31.79%
14.89%
15.01%
12.40%
7.84%
8.19%
8.19%
1.60%
5.50%
20.29%
41.54%
12.75%
8.03%
9.68%
6.46%
10.12%
9.46%
0.65%
4.50%
17.70%
35.12%
10.65%
7.10%
9.46%
5.36%
9.36%
9.16%
0.93%
6.09%
19.10%
32.41%
12.00%
8.14%
9.83%
6.00%
9.16%
9.80%
0.74%
4.60%
17.72%
30.23%
12.34%
8.49%
10.38%
6.10%
10.12%
10.66%
As of September 16, 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