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
10.23%
10.55%
35.31%
23.66%
6.95%
2.25%
24.34%
10.45%
19.91%
18.52%
10.78%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
10.07%
13.65%
38.84%
19.96%
7.90%
-0.37%
13.41%
-3.95%
18.98%
5.98%
14.52%
11.01%
31.93%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
16.54%
7.82%
21.39%
56.27%
32.88%
6.57%
-10.68%
24.02%
7.44%
31.46%
24.43%
12.33%
10.88%
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
15.74%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.81%
-1.82%
6.01%
27.25%
12.10%
17.40%
16.20%
11.98%
13.05%
12.56%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
-0.95%
2.20%
9.69%
23.41%
8.43%
8.64%
12.57%
10.48%
8.56%
8.08%
2.44%
8.64%
15.81%
34.12%
19.44%
19.18%
21.48%
16.92%
14.94%
15.42%
2.07%
3.76%
9.26%
23.17%
17.01%
17.31%
19.85%
14.47%
12.01%
16.09%
-1.70%
5.89%
13.82%
27.79%
14.66%
15.23%
17.00%
11.81%
8.88%
9.14%
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