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 24, 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
-5.09%
14.51%
36.52%
3.21%
-6.14%
19.02%
12.92%
-12.58%
23.56%
17.81%
13.28%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
--
--
--
--
--
21.26%
14.58%
-11.11%
25.60%
20.20%
14.51%
-4.66%
15.89%
38.28%
4.46%
-4.82%
20.82%
13.97%
-11.45%
24.84%
19.59%
13.98%
--
--
37.66%
4.24%
-4.92%
20.54%
13.92%
-11.62%
24.74%
19.07%
13.97%
-4.38%
15.67%
38.16%
4.55%
-4.94%
20.70%
13.76%
-11.60%
24.70%
19.03%
14.01%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.73%
-3.83%
4.97%
53.91%
9.24%
11.95%
12.85%
7.59%
--
7.41%
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
0.87%
-3.39%
5.86%
56.50%
11.11%
13.85%
--
--
--
13.80%
0.86%
-3.56%
5.52%
55.42%
10.52%
13.27%
14.17%
8.82%
9.96%
7.86%
0.87%
-3.60%
5.43%
55.33%
10.30%
13.07%
--
--
--
13.15%
0.77%
-3.60%
5.41%
55.21%
10.29%
13.07%
14.01%
--
--
10.48%
As of September 24, 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