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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of September 23, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
19.44%
5.65%
13.71%
25.18%
-7.38%
17.77%
10.56%
2.70%
26.80%
-1.95%
6.61%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.71%
8.16%
4.26%
20.16%
8.99%
-8.32%
17.01%
8.79%
-2.00%
18.67%
-3.36%
9.42%
7.92%
13.24%
26.22%
20.52%
-12.67%
15.57%
13.79%
1.42%
27.05%
4.21%
6.70%
12.70%
6.72%
20.07%
21.23%
-10.97%
13.53%
17.31%
8.34%
22.02%
-0.51%
5.23%
17.66%
1.19%
13.74%
22.77%
-7.41%
16.41%
11.04%
3.82%
19.10%
-4.80%
4.14%
As of September 23, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.54%
2.90%
5.39%
18.77%
9.83%
7.81%
10.47%
8.65%
9.12%
7.98%
-0.10%
3.94%
12.29%
36.67%
14.11%
14.44%
13.15%
7.81%
8.70%
8.16%
-3.30%
1.72%
4.49%
24.40%
6.02%
5.96%
7.87%
6.57%
7.31%
7.41%
-3.13%
3.56%
8.36%
17.40%
11.41%
9.53%
12.12%
8.10%
9.48%
12.38%
-3.60%
3.26%
5.45%
22.99%
7.61%
9.31%
10.63%
7.85%
7.77%
8.53%
-4.73%
1.33%
3.38%
16.30%
5.54%
5.64%
8.57%
6.72%
5.49%
4.89%
As of September 23, 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