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
-0.95%
18.31%
38.60%
11.61%
-3.10%
21.16%
10.83%
-13.41%
35.10%
2.93%
17.36%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
1.91%
19.86%
31.34%
14.60%
-2.82%
14.06%
13.13%
-12.09%
26.00%
-0.07%
20.69%
-2.04%
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
4.03%
19.88%
0.32%
18.08%
39.14%
12.95%
1.80%
15.01%
15.28%
-14.90%
29.81%
5.62%
18.20%
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
24.91%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.64%
0.22%
4.74%
36.96%
11.45%
11.53%
13.59%
9.30%
11.09%
11.85%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.56%
0.91%
4.76%
39.35%
8.70%
9.91%
12.32%
8.62%
10.49%
11.69%
-0.81%
1.69%
5.29%
39.23%
11.41%
11.75%
12.78%
8.98%
9.97%
9.32%
-1.01%
-0.42%
2.73%
39.05%
10.19%
11.35%
13.71%
10.93%
11.49%
10.14%
-1.25%
2.67%
7.26%
50.77%
8.30%
10.17%
11.58%
7.99%
9.06%
9.90%
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