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 October 15, 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
8.19%
10.17%
24.08%
4.16%
-2.91%
15.64%
20.96%
-0.53%
25.44%
8.72%
21.36%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-1.24%
16.62%
29.07%
6.91%
-7.18%
18.63%
15.52%
-9.84%
25.90%
0.73%
20.72%
3.44%
14.31%
29.21%
10.01%
-8.27%
16.28%
16.21%
-9.74%
25.16%
-2.16%
20.46%
6.93%
10.69%
31.42%
7.71%
-5.58%
9.32%
15.87%
-11.86%
21.14%
6.15%
18.56%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
18.83%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.84%
2.96%
8.33%
35.52%
17.03%
16.03%
12.80%
10.16%
--
11.19%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
1.64%
2.73%
3.69%
39.89%
11.81%
11.74%
11.37%
7.02%
7.45%
10.25%
1.42%
3.14%
7.48%
29.17%
10.24%
11.28%
10.86%
6.36%
8.23%
8.50%
2.30%
3.42%
4.65%
32.02%
10.90%
11.04%
10.19%
6.53%
6.66%
8.08%
1.51%
2.13%
5.36%
30.61%
11.36%
10.57%
10.94%
7.75%
6.76%
8.81%
As of October 15, 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 September 30, 2021