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 November 26, 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
4.16%
14.57%
22.12%
9.22%
2.03%
8.90%
15.84%
-2.42%
19.55%
11.22%
12.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
23.91%
1.76%
13.04%
20.64%
10.52%
0.50%
7.12%
16.60%
-3.94%
24.48%
22.48%
15.63%
--
--
--
--
--
--
--
--
--
22.75%
15.80%
-3.23%
15.44%
19.63%
8.24%
-1.98%
7.99%
13.77%
-5.05%
21.19%
15.85%
11.85%
3.30%
12.03%
17.38%
10.34%
-0.02%
7.95%
14.21%
-3.65%
21.72%
15.93%
14.23%
As of November 26, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.15%
1.16%
4.01%
15.60%
13.46%
11.38%
11.83%
8.27%
8.12%
10.77%
0.57%
3.14%
10.25%
28.42%
21.93%
17.90%
17.09%
10.48%
9.28%
10.64%
-0.23%
1.86%
6.15%
19.89%
19.12%
14.79%
12.92%
8.90%
9.20%
9.94%
-0.14%
2.07%
6.46%
20.13%
--
--
--
--
--
20.22%
0.11%
0.19%
4.93%
14.56%
14.84%
11.36%
10.92%
8.32%
7.63%
7.82%
0.67%
1.93%
6.61%
16.96%
16.09%
12.32%
11.34%
8.50%
7.88%
9.58%
As of November 26, 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 October 31, 2021