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)
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--
--
--
--
--
--
--
% 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
-1.66%
18.32%
28.37%
8.87%
-2.87%
16.56%
12.59%
-4.62%
19.61%
7.85%
15.94%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
1.68%
12.90%
20.50%
10.37%
0.41%
7.01%
16.50%
-4.02%
24.39%
22.43%
13.23%
0.90%
13.95%
19.25%
5.97%
0.65%
5.92%
18.01%
-4.92%
20.74%
14.57%
11.15%
3.27%
10.10%
19.33%
9.86%
-0.92%
10.82%
12.49%
-3.41%
21.46%
8.33%
13.29%
2.97%
6.94%
14.14%
10.31%
-1.30%
9.54%
11.40%
-3.52%
21.42%
13.66%
11.37%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.58%
0.03%
4.41%
29.83%
11.13%
11.72%
11.91%
7.76%
8.36%
9.52%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
0.54%
3.16%
7.71%
26.19%
15.78%
14.46%
12.13%
9.03%
9.28%
9.88%
0.33%
2.80%
7.18%
21.34%
12.47%
11.87%
10.39%
7.99%
7.96%
8.90%
0.15%
3.99%
9.85%
21.53%
11.48%
11.13%
10.35%
8.05%
8.14%
8.89%
-2.36%
2.50%
6.60%
20.96%
13.17%
11.18%
9.53%
7.57%
7.41%
10.60%
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