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 15, 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
-5.07%
4.45%
23.84%
-12.76%
-20.65%
32.90%
-2.86%
-25.11%
9.75%
-32.73%
37.39%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.50%
-8.28%
-1.42%
22.29%
-17.23%
-29.36%
24.56%
-8.28%
-26.73%
4.77%
-32.18%
35.02%
-16.72%
-4.09%
18.80%
-12.09%
-29.69%
26.88%
2.06%
-19.93%
12.66%
-29.65%
26.80%
-11.71%
-4.89%
9.55%
-20.17%
-27.85%
34.56%
0.32%
-23.75%
10.00%
-21.62%
23.78%
--
--
--
-1.75%
-24.67%
42.96%
1.89%
-31.16%
5.74%
-25.72%
43.00%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.97%
-7.86%
-0.52%
67.17%
-9.73%
-3.71%
-1.47%
0.56%
4.25%
7.80%
0.22%
3.99%
11.72%
31.77%
14.95%
14.93%
12.48%
7.85%
8.20%
8.19%
4.41%
-7.63%
-0.12%
62.32%
-11.10%
-6.08%
-5.71%
-1.64%
3.31%
5.59%
3.26%
-6.78%
-0.79%
47.97%
-7.74%
-1.57%
-3.83%
-0.44%
--
1.41%
1.78%
-7.45%
-0.96%
48.23%
-6.07%
-1.80%
-4.60%
-0.31%
3.65%
5.01%
8.63%
-5.64%
1.82%
82.98%
-8.42%
-2.45%
--
--
--
-2.33%
As of September 15, 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