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 16, 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
1.83%
21.15%
40.00%
5.70%
-5.92%
21.57%
11.88%
-13.49%
23.69%
-5.96%
19.15%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.35%
--
--
--
6.00%
-6.35%
22.64%
10.94%
-4.38%
24.62%
6.14%
10.19%
0.09%
16.73%
47.91%
3.07%
-2.93%
18.10%
15.74%
-15.89%
21.12%
15.65%
18.28%
-2.99%
14.01%
37.04%
6.00%
-1.26%
23.85%
10.69%
-16.22%
25.56%
11.73%
11.12%
-3.90%
14.07%
39.99%
6.92%
0.14%
19.96%
14.90%
-11.94%
23.65%
12.74%
20.22%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.64%
-6.30%
-2.37%
39.14%
3.72%
8.84%
11.13%
--
--
12.50%
0.02%
6.29%
13.70%
34.13%
17.59%
18.10%
16.24%
10.73%
9.45%
10.61%
-2.46%
-6.13%
-7.14%
38.93%
7.56%
11.60%
--
--
--
9.42%
0.00%
-1.89%
0.54%
52.55%
8.66%
12.48%
12.85%
9.48%
10.05%
10.89%
-0.16%
-4.09%
-3.06%
41.22%
7.25%
10.23%
12.04%
8.64%
8.73%
9.55%
1.04%
-2.24%
-0.04%
55.65%
9.89%
13.96%
13.68%
9.10%
--
11.41%
As of September 16, 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