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
2.35%
12.29%
36.33%
10.42%
-1.10%
14.26%
19.95%
-9.88%
31.80%
8.65%
18.08%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.35%
1.82%
20.97%
37.29%
11.51%
-3.95%
18.35%
21.14%
-12.73%
26.98%
12.90%
29.70%
--
--
--
--
--
--
--
--
--
--
--
2.15%
21.74%
36.52%
15.39%
-3.58%
15.31%
15.72%
-24.88%
27.69%
10.76%
31.20%
0.58%
14.55%
31.10%
12.89%
-4.34%
20.22%
8.47%
-9.35%
26.88%
0.65%
18.41%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.70%
2.37%
7.80%
32.38%
13.68%
14.45%
14.02%
9.39%
9.58%
9.29%
0.02%
6.29%
13.70%
34.13%
17.59%
18.10%
16.24%
10.73%
9.45%
10.61%
-0.01%
2.80%
11.24%
56.07%
15.47%
16.89%
15.75%
11.13%
9.74%
13.14%
-2.37%
1.18%
5.61%
--
--
--
--
--
--
--
1.20%
3.97%
12.08%
58.27%
13.22%
12.49%
13.42%
9.03%
8.58%
12.40%
-1.93%
-1.30%
3.95%
37.55%
9.09%
10.24%
12.00%
7.56%
8.10%
9.76%
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