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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
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As of October 19, 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
8.48%
17.98%
47.08%
26.92%
6.85%
-10.22%
19.30%
3.57%
22.30%
15.44%
8.37%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.96%
8.27%
20.32%
51.50%
27.00%
12.98%
-8.64%
21.96%
-2.96%
33.68%
22.79%
6.49%
11.13%
18.77%
41.20%
25.39%
6.82%
-3.67%
22.95%
5.25%
21.83%
17.92%
12.40%
4.91%
18.44%
34.23%
25.18%
12.03%
-7.65%
17.75%
5.02%
27.08%
14.06%
17.63%
5.06%
15.79%
44.91%
27.80%
8.60%
-14.73%
16.55%
6.29%
26.28%
13.35%
13.94%
As of October 19, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.31%
1.73%
5.40%
13.89%
12.53%
12.99%
15.62%
11.24%
9.83%
10.77%
1.39%
5.77%
7.29%
31.57%
16.95%
14.96%
12.45%
7.61%
8.20%
8.18%
-3.70%
-0.15%
3.34%
14.40%
16.46%
15.46%
17.93%
12.20%
11.54%
12.55%
-3.12%
1.09%
5.92%
21.89%
14.77%
15.65%
17.12%
11.70%
9.00%
9.15%
-2.62%
3.54%
9.44%
24.95%
17.25%
15.71%
16.39%
11.68%
9.45%
12.42%
-0.33%
3.73%
9.69%
20.26%
15.83%
14.14%
15.41%
11.38%
9.35%
13.56%
As of October 19, 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
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--
--
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As of September 30, 2021