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 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
-7.32%
16.77%
30.68%
13.42%
12.12%
5.80%
42.15%
12.45%
34.33%
52.87%
17.78%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
-0.45%
20.11%
65.15%
-2.02%
19.59%
3.00%
40.05%
-5.08%
28.76%
61.36%
9.91%
-5.89%
8.05%
38.15%
25.08%
-1.54%
25.36%
37.79%
-4.62%
48.21%
38.73%
20.50%
-5.82%
20.65%
53.61%
2.44%
21.67%
7.00%
37.64%
6.17%
19.25%
52.55%
16.28%
-1.13%
14.60%
33.96%
14.82%
9.50%
12.94%
37.20%
2.26%
41.80%
45.11%
20.66%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.47%
10.30%
20.45%
39.39%
27.89%
30.54%
22.67%
16.69%
13.69%
11.37%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
3.20%
1.00%
5.15%
27.02%
23.94%
24.04%
21.16%
--
--
19.23%
4.16%
8.94%
14.90%
45.72%
29.49%
28.18%
22.51%
16.37%
--
15.41%
4.14%
3.98%
10.60%
36.89%
20.86%
25.47%
22.38%
17.80%
--
17.94%
2.38%
6.96%
15.67%
40.60%
27.78%
28.96%
22.51%
16.37%
12.96%
10.80%
As of September 17, 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