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 (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of September 24, 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
--
--
--
--
--
--
6.00%
-1.80%
14.06%
5.04%
3.60%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.16%
5.12%
13.46%
5.86%
0.77%
-6.77%
14.43%
6.48%
-3.27%
14.88%
4.95%
3.72%
--
--
6.55%
-1.28%
-6.28%
14.22%
5.26%
-0.27%
9.49%
5.82%
4.67%
--
--
--
0.33%
-3.76%
12.54%
5.11%
0.02%
9.93%
3.16%
4.12%
6.77%
11.66%
5.75%
1.90%
-5.03%
13.41%
6.07%
-2.02%
14.09%
4.48%
3.44%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.62%
1.17%
3.76%
10.90%
6.05%
--
--
--
--
5.55%
-0.40%
0.67%
1.91%
-0.60%
5.56%
3.04%
3.01%
4.19%
4.38%
5.11%
0.67%
1.13%
3.83%
11.35%
6.02%
5.58%
5.88%
--
--
5.45%
0.62%
0.64%
3.06%
11.95%
5.33%
5.47%
--
--
--
4.53%
0.64%
0.64%
2.96%
10.49%
4.57%
4.90%
--
--
--
4.09%
0.58%
1.05%
3.64%
10.49%
5.73%
5.38%
5.98%
--
--
5.38%
As of September 24, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of August 31, 2021