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 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
-0.81%
18.61%
38.77%
11.76%
-3.04%
20.86%
10.55%
-13.61%
34.75%
2.67%
22.95%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-4.10%
14.33%
30.07%
11.45%
-3.77%
16.29%
6.76%
-14.66%
22.65%
2.46%
23.56%
-2.26%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
23.61%
1.63%
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
24.92%
-4.57%
16.30%
34.73%
11.74%
-5.43%
13.72%
13.02%
-13.73%
31.04%
6.32%
21.52%
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
3.67%
5.39%
7.02%
40.00%
15.72%
11.99%
14.03%
9.44%
11.24%
11.94%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
2.75%
5.65%
4.32%
42.66%
10.92%
8.72%
10.58%
6.47%
7.64%
10.32%
1.98%
5.01%
5.91%
38.95%
14.68%
12.13%
13.00%
8.73%
9.66%
9.17%
2.40%
3.39%
4.63%
40.95%
12.11%
10.44%
12.41%
8.48%
10.37%
11.63%
3.02%
3.94%
3.47%
40.58%
14.58%
12.34%
12.50%
7.88%
--
9.40%
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