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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% 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
10.57%
19.10%
42.68%
25.42%
7.21%
-3.33%
23.36%
5.55%
21.97%
18.24%
12.03%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.95%
11.50%
15.17%
43.26%
28.57%
12.71%
-8.94%
19.66%
1.21%
22.98%
12.67%
9.65%
6.24%
18.77%
44.56%
29.23%
11.30%
-5.79%
25.15%
8.28%
25.64%
19.78%
5.81%
7.30%
24.84%
55.97%
34.93%
8.42%
-12.27%
22.66%
4.41%
29.28%
25.60%
4.55%
11.13%
18.77%
41.20%
25.39%
6.82%
-3.67%
22.95%
5.25%
21.83%
17.92%
11.79%
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
-3.51%
0.27%
5.73%
20.58%
15.23%
15.92%
17.25%
12.08%
--
10.92%
-0.47%
2.52%
6.48%
29.46%
16.75%
14.94%
12.25%
7.59%
8.09%
8.15%
-1.79%
-0.41%
7.23%
13.63%
12.38%
12.66%
15.29%
11.22%
10.78%
16.03%
-2.95%
-1.92%
1.83%
12.12%
14.93%
16.31%
17.97%
14.13%
14.33%
15.46%
-1.88%
1.20%
5.82%
15.55%
16.66%
16.00%
18.96%
13.61%
10.90%
12.16%
-3.53%
0.14%
5.56%
20.30%
14.98%
15.62%
16.90%
11.77%
8.97%
9.13%
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