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
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
16.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.70%
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
16.96%
--
--
--
--
--
--
18.00%
-4.06%
25.44%
2.74%
18.15%
6.07%
9.53%
28.44%
12.45%
-0.12%
18.73%
14.50%
-9.29%
24.93%
-0.52%
15.06%
0.62%
12.64%
30.52%
11.96%
-1.73%
13.90%
17.37%
-5.89%
27.36%
7.33%
20.78%
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
-2.15%
2.67%
9.80%
35.71%
10.75%
11.71%
13.28%
8.87%
--
9.57%
-0.57%
5.24%
14.57%
39.50%
17.04%
17.69%
16.96%
10.72%
10.10%
10.58%
-1.50%
2.00%
9.32%
35.73%
10.38%
12.37%
13.44%
8.85%
8.67%
8.95%
-1.73%
4.11%
11.77%
34.04%
10.12%
--
--
--
--
12.36%
-2.15%
1.16%
8.02%
33.68%
7.46%
9.80%
12.04%
7.50%
7.99%
9.40%
-0.71%
4.34%
12.09%
42.08%
12.97%
14.29%
14.26%
9.18%
9.27%
9.48%
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