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
2.79%
3.49%
25.78%
-9.88%
-23.22%
28.94%
-2.39%
-19.91%
9.34%
-33.00%
36.71%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
-1.68%
2.73%
18.22%
-14.22%
-21.44%
33.18%
3.26%
-17.08%
13.29%
-30.79%
16.88%
3.50%
4.53%
25.62%
-10.18%
-23.11%
27.47%
-2.73%
-20.13%
9.03%
-33.48%
34.99%
-16.37%
-3.69%
19.35%
-11.75%
-29.37%
27.34%
2.45%
-19.49%
13.06%
-29.35%
24.46%
-8.08%
-1.18%
22.61%
-17.03%
-29.18%
24.92%
-8.06%
-26.60%
5.09%
-31.99%
31.57%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.82%
-7.21%
-1.78%
59.59%
-8.62%
-2.39%
-0.59%
1.86%
--
4.29%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
0.62%
-1.77%
3.33%
22.49%
-10.07%
-2.75%
-1.41%
1.12%
6.31%
8.81%
3.30%
-6.96%
-2.43%
56.84%
-9.33%
-3.04%
-0.91%
1.56%
5.59%
5.74%
3.62%
-5.04%
-1.13%
42.50%
-8.04%
-1.42%
-3.60%
-0.17%
--
1.70%
4.66%
-5.71%
-1.10%
54.10%
-11.64%
-6.21%
-5.69%
-1.61%
3.41%
5.60%
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