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
33.96%
2.63%
-13.37%
27.30%
-1.79%
1.18%
9.18%
-1.61%
14.12%
18.15%
-3.54%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-0.44%
56.08%
2.37%
-19.86%
44.66%
-4.84%
1.64%
13.96%
-3.39%
18.68%
23.62%
-4.84%
30.37%
2.86%
-12.26%
25.31%
-1.64%
0.92%
9.02%
-1.56%
13.74%
18.07%
-3.65%
15.64%
3.66%
-6.09%
9.07%
1.51%
1.01%
2.55%
0.99%
8.03%
10.01%
-1.78%
21.64%
3.73%
-8.26%
14.28%
1.40%
0.85%
4.22%
0.37%
10.11%
13.79%
-3.55%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.50%
7.16%
10.91%
-6.87%
10.40%
4.66%
5.62%
6.90%
--
6.77%
0.37%
1.51%
2.90%
0.02%
5.72%
3.29%
3.16%
4.31%
4.40%
5.14%
2.11%
9.74%
14.74%
-9.35%
13.12%
5.80%
7.50%
--
--
8.61%
1.37%
6.82%
10.41%
-6.92%
10.26%
4.60%
5.34%
--
--
6.95%
0.03%
1.88%
3.20%
-3.06%
6.50%
2.81%
3.04%
4.94%
--
4.73%
0.94%
5.64%
8.64%
-6.45%
7.93%
3.39%
3.88%
--
--
5.67%
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