Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 19, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
-2.95%
17.81%
31.94%
8.97%
-3.24%
17.53%
17.70%
-8.49%
24.12%
4.69%
27.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
21.70%
8.17%
12.57%
30.07%
9.22%
-0.66%
16.71%
18.07%
-8.99%
23.51%
0.53%
19.52%
-2.28%
16.97%
35.51%
14.78%
-3.02%
13.24%
14.17%
-9.31%
24.09%
7.78%
19.34%
-1.48%
16.97%
38.80%
12.60%
-4.30%
16.41%
16.18%
-11.08%
25.29%
-3.47%
24.87%
-4.08%
22.01%
40.55%
10.40%
-4.49%
21.28%
18.33%
-7.07%
24.83%
7.16%
30.89%
As of October 19, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.47%
8.92%
9.40%
48.53%
13.92%
14.23%
13.76%
8.24%
8.24%
7.04%
2.05%
6.50%
9.32%
33.84%
19.89%
18.28%
16.40%
10.55%
9.60%
10.61%
3.71%
6.84%
4.51%
35.23%
10.48%
11.37%
12.11%
7.44%
7.62%
6.32%
1.75%
3.96%
3.82%
35.69%
13.42%
12.20%
13.32%
7.88%
--
10.01%
2.66%
6.10%
4.35%
41.76%
11.02%
11.31%
12.89%
--
--
6.68%
4.50%
8.71%
9.01%
54.48%
16.29%
16.37%
15.92%
8.85%
10.13%
11.40%
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
--
--
--
--
--
As of September 30, 2021