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)
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--
--
--
--
--
--
--
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
3.61%
13.53%
42.85%
3.75%
2.97%
21.38%
14.69%
-4.57%
21.15%
19.67%
16.43%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
3.26%
14.47%
42.26%
4.01%
2.70%
22.07%
14.47%
-4.39%
20.99%
19.22%
16.30%
3.74%
14.15%
42.63%
3.96%
2.50%
22.16%
14.53%
-4.19%
20.98%
19.48%
16.40%
--
--
50.12%
-1.59%
-3.51%
8.04%
20.83%
-10.68%
31.39%
32.32%
16.21%
--
--
--
--
--
--
--
-6.10%
17.37%
11.83%
14.57%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.85%
1.51%
-0.60%
49.35%
10.06%
15.52%
15.24%
--
--
15.72%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
1.68%
1.50%
-0.58%
48.98%
9.86%
15.40%
15.22%
11.30%
11.79%
9.89%
1.79%
1.45%
-0.58%
49.06%
10.02%
15.51%
15.32%
11.82%
10.91%
7.57%
6.61%
1.25%
-4.12%
47.40%
15.20%
18.63%
--
--
--
14.92%
-0.44%
0.49%
-4.60%
41.80%
7.20%
--
--
--
--
10.67%
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