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
6.93%
10.69%
31.42%
7.71%
-5.58%
9.32%
15.87%
-11.86%
21.14%
6.15%
14.90%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
--
--
31.27%
9.89%
-0.70%
10.79%
20.12%
-7.42%
25.89%
8.64%
18.85%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
16.64%
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
16.13%
8.19%
10.17%
24.08%
4.16%
-2.91%
15.64%
20.96%
-0.53%
25.44%
8.72%
19.00%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.16%
0.16%
3.50%
30.35%
8.13%
10.47%
10.11%
6.49%
6.68%
8.00%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.43%
2.69%
8.86%
35.13%
12.86%
13.50%
--
--
--
12.33%
-2.44%
2.00%
7.74%
29.51%
11.22%
11.95%
12.62%
8.86%
--
9.56%
-2.55%
1.23%
6.88%
28.74%
10.75%
12.45%
12.71%
8.80%
8.27%
8.93%
-1.30%
3.85%
10.98%
35.87%
14.40%
15.55%
12.83%
10.16%
--
11.11%
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