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 15, 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
-2.71%
17.21%
34.39%
12.12%
-6.97%
26.31%
12.21%
-12.11%
25.89%
3.70%
22.51%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
-2.68%
18.29%
34.02%
11.85%
-6.71%
26.18%
12.05%
-12.04%
25.67%
3.53%
22.71%
-2.86%
16.79%
34.16%
12.32%
-7.07%
26.13%
12.29%
-11.93%
25.89%
3.74%
22.52%
--
--
--
--
--
--
--
-15.26%
25.63%
11.71%
22.31%
8.58%
6.25%
30.54%
18.02%
2.37%
31.39%
8.77%
-7.47%
24.75%
-3.81%
19.03%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.02%
-2.85%
0.39%
53.12%
9.62%
12.17%
13.24%
--
--
12.72%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
-1.98%
-2.75%
0.52%
53.17%
9.58%
12.11%
13.14%
9.23%
6.50%
7.02%
-2.02%
-2.92%
0.39%
52.94%
9.69%
12.21%
13.12%
8.82%
--
9.06%
-2.08%
-1.90%
0.40%
55.22%
11.86%
--
--
--
--
11.77%
-2.01%
-4.52%
0.46%
41.66%
7.81%
9.78%
13.49%
6.04%
--
6.07%
As of September 15, 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