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
-4.19%
15.33%
33.56%
9.57%
-1.87%
21.03%
14.11%
-16.79%
29.77%
5.71%
22.30%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-9.30%
27.02%
30.40%
6.42%
-2.62%
11.22%
19.14%
-17.47%
34.52%
8.22%
28.29%
-7.22%
10.24%
38.97%
9.74%
-3.30%
16.07%
19.45%
-12.70%
27.02%
1.42%
30.34%
--
--
--
--
1.89%
15.82%
9.72%
-8.23%
24.90%
4.24%
23.14%
--
20.20%
33.65%
11.83%
-3.81%
14.88%
14.98%
-14.97%
27.60%
2.64%
22.93%
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
2.86%
4.28%
4.48%
39.71%
14.37%
11.29%
12.89%
--
--
12.47%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
2.31%
5.00%
5.43%
52.28%
17.49%
14.53%
13.63%
8.73%
9.83%
11.72%
3.49%
6.02%
8.13%
46.98%
13.78%
13.42%
13.22%
8.25%
10.04%
10.51%
3.36%
5.09%
6.06%
44.87%
13.32%
11.12%
--
--
--
10.41%
0.59%
3.13%
4.50%
41.13%
12.67%
11.48%
12.48%
--
--
13.99%
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