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 September 17, 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
10.69%
13.58%
30.19%
11.38%
0.86%
14.82%
18.49%
-5.65%
25.35%
3.13%
16.85%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
6.96%
11.19%
28.89%
12.89%
0.84%
13.63%
20.95%
-4.28%
28.31%
7.91%
16.85%
1.33%
13.44%
31.46%
12.72%
-1.06%
14.75%
18.18%
-5.27%
28.18%
8.07%
20.59%
7.31%
13.98%
29.66%
9.34%
-0.44%
15.16%
17.77%
-7.74%
26.19%
4.62%
16.90%
7.59%
13.44%
31.60%
13.76%
-2.31%
14.84%
17.55%
-4.46%
26.29%
3.62%
16.54%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.58%
1.58%
7.01%
30.05%
10.98%
12.40%
13.34%
9.24%
9.01%
10.43%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.87%
2.74%
9.16%
29.26%
13.51%
14.66%
14.07%
9.95%
9.64%
10.77%
-0.88%
3.80%
9.54%
35.50%
14.20%
15.19%
14.21%
9.90%
9.59%
10.14%
-2.43%
2.10%
7.89%
29.87%
11.55%
12.30%
12.97%
9.19%
--
9.88%
-2.49%
1.37%
7.17%
29.39%
11.32%
13.04%
13.29%
9.35%
8.82%
9.47%
As of September 17, 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