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 23, 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
-9.83%
15.45%
35.81%
11.39%
-2.14%
16.20%
14.20%
-13.27%
30.00%
6.44%
15.81%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.70%
--
--
--
--
0.53%
14.84%
17.21%
-11.64%
23.39%
9.63%
19.94%
-1.63%
16.49%
37.02%
5.32%
-3.92%
23.05%
13.80%
-13.91%
22.29%
9.97%
20.45%
-4.91%
11.89%
33.95%
7.96%
-1.90%
18.72%
14.34%
-11.30%
31.19%
7.35%
16.31%
-3.00%
12.28%
37.26%
6.01%
-4.18%
15.56%
15.23%
-16.67%
17.26%
9.64%
10.28%
As of September 23, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.15%
-1.06%
5.37%
47.66%
8.54%
11.77%
13.59%
9.14%
10.20%
10.86%
-0.57%
5.24%
14.57%
39.50%
17.04%
17.69%
16.96%
10.72%
10.10%
10.58%
3.24%
0.71%
7.70%
57.64%
9.42%
12.45%
--
--
--
10.34%
1.16%
1.47%
7.46%
58.81%
8.61%
11.68%
13.52%
9.30%
8.31%
10.04%
2.43%
0.32%
4.43%
51.71%
10.29%
12.36%
13.47%
9.47%
10.70%
12.00%
1.17%
-3.16%
0.22%
46.30%
4.52%
7.76%
10.93%
6.30%
9.84%
9.38%
As of September 23, 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