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
-7.12%
21.09%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
25.04%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-9.58%
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
23.19%
--
15.04%
34.66%
11.00%
-4.47%
23.80%
15.69%
-12.86%
25.61%
-1.77%
15.63%
--
16.49%
36.58%
10.64%
-6.31%
19.90%
16.08%
-15.19%
27.39%
4.95%
18.45%
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
20.06%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.50%
-0.28%
3.75%
55.36%
13.21%
12.81%
13.15%
8.03%
--
9.03%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-0.72%
-0.02%
4.23%
52.60%
13.19%
12.96%
12.62%
8.39%
9.42%
11.30%
-1.52%
-2.33%
0.54%
35.06%
5.99%
9.56%
--
--
--
12.81%
-0.47%
-0.94%
0.73%
42.16%
9.13%
11.23%
12.53%
--
--
10.79%
-0.25%
2.07%
3.95%
44.31%
7.86%
11.11%
11.15%
--
--
8.19%
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