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 22, 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
--
16.92%
22.85%
4.43%
0.13%
6.91%
21.02%
-9.42%
23.87%
17.19%
12.86%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
-2.31%
14.30%
19.24%
6.54%
-1.95%
6.11%
18.49%
-8.37%
23.84%
17.74%
13.89%
-4.68%
13.73%
30.52%
6.49%
-2.02%
6.38%
16.88%
-8.18%
24.10%
18.97%
12.93%
-4.24%
16.98%
25.18%
9.29%
-0.09%
8.16%
20.13%
-9.41%
21.09%
14.69%
15.24%
--
15.88%
25.19%
3.04%
-3.20%
6.73%
20.33%
-9.10%
26.38%
13.30%
13.84%
As of October 22, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.61%
1.98%
5.50%
24.13%
14.89%
12.75%
--
--
--
11.25%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
2.07%
2.86%
5.77%
25.27%
15.71%
12.73%
10.62%
7.62%
7.73%
7.90%
2.49%
3.10%
5.75%
24.02%
15.85%
12.96%
11.47%
--
--
7.46%
1.62%
2.42%
7.00%
26.08%
13.78%
12.60%
11.86%
7.67%
8.32%
8.40%
2.32%
2.66%
5.83%
24.74%
14.87%
12.91%
10.72%
--
--
9.61%
As of October 22, 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