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 (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
11.60%
17.77%
1.29%
29.66%
2.73%
5.69%
5.32%
-4.75%
30.88%
-8.14%
25.87%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
9.16%
14.94%
1.61%
29.85%
2.75%
3.18%
4.51%
-8.58%
27.61%
-7.16%
32.38%
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
25.18%
6.33%
15.87%
1.93%
29.75%
1.89%
5.44%
5.69%
-3.53%
33.71%
-4.86%
31.22%
5.65%
15.14%
2.57%
29.53%
4.48%
5.09%
6.55%
-4.67%
32.33%
-3.31%
27.54%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.53%
3.25%
16.30%
30.71%
11.66%
8.23%
10.25%
6.02%
10.27%
10.61%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
0.92%
4.46%
19.31%
42.74%
12.24%
7.83%
9.58%
6.39%
10.34%
9.42%
-0.06%
3.71%
16.75%
32.40%
12.81%
9.51%
11.01%
7.02%
11.14%
10.95%
0.06%
4.03%
17.09%
39.02%
15.25%
11.29%
11.23%
--
--
10.91%
0.36%
4.37%
17.23%
34.85%
14.30%
10.22%
11.05%
7.10%
11.09%
11.37%
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