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
17.66%
1.19%
13.74%
22.77%
-7.41%
16.41%
11.04%
3.82%
19.10%
-4.80%
6.36%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.31%
8.16%
4.26%
20.16%
8.99%
-8.32%
17.01%
8.79%
-2.00%
18.67%
-3.36%
10.94%
19.44%
5.65%
13.71%
25.18%
-7.38%
17.77%
10.56%
2.70%
26.80%
-1.95%
9.14%
12.70%
6.72%
20.07%
21.23%
-10.97%
13.53%
17.31%
8.34%
22.02%
-0.51%
7.56%
7.92%
13.24%
26.22%
20.52%
-12.67%
15.57%
13.79%
1.42%
27.05%
4.21%
8.13%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.08%
0.63%
4.12%
13.82%
5.84%
6.85%
8.47%
6.80%
5.24%
5.00%
0.16%
4.12%
11.47%
31.79%
14.89%
15.01%
12.40%
7.84%
8.19%
8.19%
-2.43%
0.49%
4.25%
20.70%
6.40%
6.92%
7.57%
6.63%
7.13%
7.49%
-2.23%
2.30%
7.46%
16.52%
10.16%
9.02%
10.54%
8.79%
9.03%
8.03%
-1.30%
2.89%
5.02%
20.62%
8.00%
10.52%
10.60%
8.08%
7.66%
8.63%
-1.27%
2.36%
8.61%
14.53%
11.69%
10.53%
11.64%
8.13%
9.12%
12.42%
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