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 24, 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
-6.95%
10.27%
32.87%
2.10%
-7.21%
31.35%
13.06%
-18.93%
20.02%
7.01%
23.76%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
-2.82%
11.09%
30.74%
4.98%
-5.89%
30.07%
6.28%
-11.66%
22.14%
-0.78%
24.94%
-0.09%
14.53%
28.86%
4.76%
-4.35%
24.49%
2.75%
-17.76%
19.91%
7.66%
26.27%
-0.14%
20.53%
40.27%
1.82%
-17.80%
19.80%
5.51%
-20.37%
17.25%
20.89%
23.74%
-12.24%
22.27%
44.87%
10.32%
-9.81%
18.91%
6.67%
-15.73%
19.25%
-1.23%
28.76%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.07%
-3.59%
5.38%
70.22%
7.61%
10.67%
11.84%
7.22%
9.46%
8.66%
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
0.09%
-3.84%
8.39%
64.90%
6.92%
10.14%
11.79%
--
--
6.08%
1.12%
-1.96%
8.80%
72.96%
9.32%
9.16%
11.42%
6.66%
8.32%
7.30%
0.91%
-3.50%
4.51%
83.25%
9.62%
10.70%
11.27%
--
--
9.62%
2.60%
-0.60%
10.25%
81.30%
5.54%
9.97%
12.48%
7.20%
10.47%
10.21%
As of September 24, 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
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--
--
--
--
As of August 31, 2021