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
25.15%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
10.25%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
6.86%
14.72%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
12.83%
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
6.63%
13.02%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.66%
22.54%
-0.11%
6.69%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.30%
-3.46%
4.98%
17.43%
4.44%
4.74%
8.64%
8.24%
8.07%
9.12%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
-4.01%
0.98%
7.19%
15.42%
9.27%
9.36%
10.73%
8.49%
--
9.80%
-5.90%
-3.92%
1.47%
25.04%
11.16%
9.91%
10.82%
8.44%
8.32%
8.75%
-4.12%
0.88%
7.03%
15.36%
9.09%
9.04%
--
--
--
8.97%
-2.30%
1.52%
6.12%
20.42%
7.95%
10.67%
10.84%
8.34%
8.09%
8.96%
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