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 September 16, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
10.80%
16.74%
0.90%
31.09%
3.00%
4.48%
4.07%
-7.10%
30.24%
-3.92%
26.45%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.31%
9.23%
15.79%
2.42%
30.74%
4.32%
5.29%
4.45%
-6.02%
27.67%
-3.13%
27.85%
8.85%
16.78%
3.68%
31.92%
3.91%
5.58%
8.73%
-4.61%
30.73%
-3.51%
27.01%
5.81%
16.74%
4.18%
31.90%
7.15%
7.62%
7.63%
-4.74%
31.07%
-2.18%
28.61%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
26.75%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.97%
3.78%
16.25%
32.74%
12.84%
8.43%
10.20%
6.44%
10.41%
9.73%
0.16%
4.12%
11.47%
31.79%
14.89%
15.01%
12.40%
7.84%
8.19%
8.19%
0.76%
5.90%
20.06%
30.55%
13.22%
8.80%
10.57%
5.16%
8.48%
9.13%
0.89%
5.03%
18.06%
32.40%
13.94%
10.30%
11.69%
7.63%
11.54%
11.51%
1.27%
5.49%
19.21%
35.13%
14.94%
10.78%
12.32%
7.86%
10.46%
9.89%
0.69%
4.39%
17.29%
29.31%
11.55%
7.76%
9.73%
5.52%
9.52%
10.07%
As of September 16, 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 August 31, 2021