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
7.96%
20.07%
56.10%
32.58%
6.22%
-10.08%
24.38%
7.64%
28.22%
21.40%
12.24%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
11.01%
31.93%
51.40%
31.94%
12.98%
-10.28%
28.09%
1.35%
29.25%
30.27%
16.63%
13.03%
25.48%
56.32%
35.85%
5.36%
-14.40%
31.40%
-3.40%
18.58%
41.67%
11.77%
11.50%
15.17%
43.26%
28.57%
12.71%
-8.94%
19.66%
1.21%
22.98%
12.67%
11.90%
7.30%
24.84%
55.97%
34.93%
8.42%
-12.27%
22.66%
4.41%
29.28%
25.60%
6.74%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.11%
3.79%
9.30%
22.76%
15.10%
16.28%
19.14%
13.98%
11.65%
12.97%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
2.44%
8.66%
15.88%
34.26%
19.57%
19.32%
21.55%
16.97%
14.97%
15.44%
1.29%
7.22%
14.95%
30.47%
15.58%
17.44%
19.79%
15.61%
14.87%
16.09%
-2.35%
1.40%
12.08%
16.28%
12.19%
12.02%
15.46%
11.43%
11.12%
16.13%
0.89%
3.18%
6.73%
20.44%
15.75%
15.07%
19.06%
13.75%
11.36%
12.31%
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