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
-4.91%
11.89%
33.95%
7.96%
-1.90%
18.72%
14.34%
-11.30%
31.19%
7.35%
14.54%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-1.63%
16.49%
37.02%
5.32%
-3.92%
23.05%
13.80%
-13.91%
22.29%
9.97%
19.22%
--
--
--
--
0.53%
14.84%
17.21%
-11.64%
23.39%
9.63%
17.40%
-9.83%
15.45%
35.81%
11.39%
-2.14%
16.20%
14.20%
-13.27%
30.00%
6.44%
14.42%
2.32%
17.49%
35.41%
6.73%
-2.11%
21.50%
14.98%
-9.45%
27.76%
17.93%
10.44%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.00%
-1.00%
-2.61%
40.59%
9.97%
12.41%
12.35%
9.22%
10.28%
11.95%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
0.86%
1.04%
0.45%
48.72%
8.35%
11.93%
12.46%
9.13%
7.85%
10.02%
2.67%
0.17%
-0.55%
46.35%
8.84%
12.40%
--
--
--
10.02%
0.49%
-1.96%
-1.08%
38.19%
8.41%
11.98%
12.33%
8.99%
9.64%
10.82%
0.85%
0.17%
0.38%
36.93%
10.50%
13.55%
14.05%
10.93%
11.78%
12.75%
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