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
8.21%
20.35%
50.09%
26.94%
13.10%
-8.17%
22.04%
-2.65%
33.69%
22.97%
10.93%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.34%
5.06%
15.79%
44.91%
27.80%
8.60%
-14.73%
16.55%
6.29%
26.28%
13.35%
14.32%
8.54%
20.62%
51.84%
27.39%
13.21%
-8.39%
22.26%
-2.67%
33.95%
23.10%
10.81%
-1.19%
22.31%
42.08%
27.79%
7.81%
-11.47%
15.55%
-0.38%
30.58%
16.22%
12.32%
10.57%
19.10%
42.68%
25.42%
7.21%
-3.33%
23.36%
5.55%
21.97%
18.24%
16.30%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.31%
4.08%
9.77%
22.28%
16.37%
15.61%
17.99%
12.76%
12.15%
12.90%
0.02%
3.67%
10.42%
31.79%
14.57%
14.82%
12.31%
7.78%
8.29%
8.15%
-2.11%
4.64%
15.09%
20.66%
15.34%
13.26%
15.26%
11.76%
9.73%
13.61%
-0.26%
4.09%
9.70%
22.16%
16.45%
15.67%
18.24%
12.96%
12.34%
13.08%
-2.29%
4.68%
11.48%
21.48%
16.19%
12.95%
15.54%
10.44%
8.78%
12.16%
-1.43%
6.03%
14.25%
28.63%
15.34%
15.89%
17.63%
12.39%
--
11.20%
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