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
-5.62%
13.40%
29.37%
6.99%
-0.26%
18.89%
17.11%
-15.33%
29.03%
0.05%
20.06%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-6.35%
18.43%
32.90%
13.33%
-8.71%
13.74%
13.33%
-11.46%
31.36%
4.13%
20.19%
-1.01%
18.68%
43.95%
6.01%
-0.91%
8.23%
19.00%
-15.51%
29.89%
0.42%
20.20%
--
--
--
--
--
--
--
-10.70%
28.01%
6.61%
22.10%
-6.82%
21.40%
36.72%
11.55%
-6.52%
15.93%
15.32%
-17.54%
31.73%
9.86%
25.25%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.25%
2.07%
3.95%
44.71%
8.09%
11.34%
11.41%
--
--
8.43%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-0.77%
1.83%
5.44%
39.85%
11.77%
12.33%
11.99%
8.57%
--
9.05%
-0.31%
2.19%
4.12%
45.05%
9.13%
10.74%
12.01%
8.76%
9.00%
9.06%
-1.76%
0.66%
5.10%
47.17%
12.77%
--
--
--
--
11.17%
-0.49%
-0.22%
3.91%
55.77%
13.53%
13.15%
13.48%
8.33%
--
9.32%
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