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
-3.90%
14.07%
39.99%
6.92%
0.14%
19.96%
14.90%
-11.94%
23.65%
12.74%
22.96%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-4.45%
15.53%
38.03%
4.38%
-5.03%
20.56%
13.65%
-11.68%
24.57%
18.93%
14.82%
-2.99%
14.01%
37.04%
6.00%
-1.26%
23.85%
10.69%
-16.22%
25.56%
11.73%
12.91%
--
--
--
--
-1.55%
18.07%
15.44%
-12.06%
19.26%
9.79%
18.68%
--
--
--
--
--
20.61%
7.48%
-13.41%
24.35%
12.30%
20.02%
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
2.29%
5.02%
2.98%
48.21%
14.73%
14.49%
14.00%
8.94%
--
11.50%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
1.42%
3.51%
0.37%
38.45%
13.94%
13.90%
12.99%
--
--
10.41%
1.46%
2.90%
-1.45%
36.41%
11.57%
10.53%
12.19%
8.44%
8.90%
9.59%
2.18%
3.74%
0.60%
39.31%
11.14%
12.19%
--
--
--
9.33%
1.94%
6.20%
3.21%
39.64%
13.09%
12.32%
--
--
--
11.03%
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