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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of September 27, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
6.25%
16.74%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
22.12%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.31%
9.51%
15.95%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
24.79%
8.38%
16.14%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
22.59%
6.33%
15.87%
1.93%
29.75%
1.89%
5.44%
5.69%
-3.53%
33.71%
-4.86%
29.12%
--
--
--
--
--
--
--
-11.03%
36.42%
22.32%
17.05%
As of September 27, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.57%
1.39%
14.03%
34.45%
11.73%
6.57%
10.10%
5.77%
9.20%
9.62%
-1.13%
2.64%
10.80%
34.94%
14.14%
14.49%
12.65%
7.68%
8.37%
8.14%
-2.88%
0.90%
13.23%
38.81%
10.64%
5.83%
9.85%
5.17%
9.45%
9.00%
-2.82%
1.24%
13.23%
35.59%
13.18%
8.38%
11.55%
6.93%
10.98%
10.83%
-2.46%
2.12%
15.38%
42.95%
15.82%
10.17%
11.90%
--
--
10.72%
-1.51%
-0.86%
7.59%
35.85%
20.58%
--
--
--
--
15.89%
As of September 27, 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