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 16, 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
-2.99%
14.01%
37.04%
6.00%
-1.26%
23.85%
10.69%
-16.22%
25.56%
11.73%
11.12%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.35%
-1.60%
18.24%
38.52%
7.94%
-4.02%
21.17%
15.17%
-10.83%
25.96%
15.84%
14.03%
-3.90%
14.07%
39.99%
6.92%
0.14%
19.96%
14.90%
-11.94%
23.65%
12.74%
20.22%
-3.99%
12.77%
35.85%
5.04%
-2.50%
22.66%
9.88%
-17.06%
24.63%
11.02%
10.64%
-4.45%
15.53%
38.03%
4.38%
-5.03%
20.56%
13.65%
-11.68%
24.57%
18.93%
13.14%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.16%
-4.09%
-3.06%
41.22%
7.25%
10.23%
12.04%
8.64%
8.73%
9.55%
0.02%
6.29%
13.70%
34.13%
17.59%
18.10%
16.24%
10.73%
9.45%
10.61%
0.81%
-1.79%
-1.00%
42.73%
9.68%
13.69%
13.97%
9.79%
--
9.71%
1.04%
-2.24%
-0.04%
55.65%
9.89%
13.96%
13.68%
9.10%
--
11.41%
-0.18%
-4.25%
-3.40%
40.57%
6.43%
9.42%
11.04%
7.67%
7.83%
9.67%
1.32%
-3.55%
-3.74%
44.10%
9.59%
13.33%
12.79%
--
--
10.35%
As of September 16, 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