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 15, 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
2.89%
14.13%
30.37%
9.92%
-4.41%
13.72%
13.63%
-7.75%
24.87%
5.93%
19.98%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
7.06%
13.59%
29.26%
9.01%
-0.74%
14.84%
17.40%
-8.03%
25.85%
4.28%
17.79%
0.62%
12.64%
30.52%
11.96%
-1.73%
13.90%
17.37%
-5.89%
27.36%
7.33%
21.28%
7.15%
12.78%
30.90%
13.24%
-2.78%
14.29%
16.92%
-4.98%
25.67%
3.06%
17.22%
6.41%
12.84%
25.46%
9.48%
-2.89%
13.11%
14.02%
-5.68%
23.21%
0.52%
17.06%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.61%
0.44%
5.84%
39.58%
12.04%
12.58%
12.21%
--
--
8.85%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
-1.52%
1.19%
8.81%
31.01%
11.60%
12.05%
12.76%
8.93%
--
9.63%
-0.09%
3.21%
10.33%
35.83%
13.79%
14.58%
13.60%
9.20%
8.72%
9.50%
-1.76%
0.32%
7.74%
29.96%
11.04%
12.57%
12.86%
8.87%
8.11%
8.96%
-1.51%
-0.40%
6.42%
29.94%
9.45%
10.07%
10.92%
7.84%
6.64%
8.78%
As of September 15, 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