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
-4.88%
9.40%
38.85%
20.92%
17.40%
-0.06%
10.91%
2.41%
20.48%
10.77%
16.30%
-9.08%
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
21.97%
-4.18%
10.31%
39.66%
21.93%
18.32%
0.45%
11.66%
-2.08%
25.49%
15.77%
17.73%
--
--
41.82%
16.82%
15.91%
7.38%
10.46%
-11.37%
21.65%
12.65%
18.80%
--
--
--
--
15.94%
5.19%
12.43%
-1.02%
20.51%
11.55%
15.16%
-3.66%
13.00%
38.16%
18.60%
18.02%
3.04%
13.24%
1.22%
23.01%
10.09%
19.42%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.21%
7.92%
13.48%
23.61%
12.87%
13.03%
14.85%
--
--
13.46%
0.55%
2.77%
11.22%
29.62%
12.84%
11.34%
9.04%
7.35%
8.62%
8.08%
0.77%
9.33%
14.53%
25.99%
14.88%
14.57%
16.08%
--
--
13.06%
1.43%
9.58%
14.27%
25.37%
11.65%
11.29%
--
--
--
14.26%
0.27%
5.69%
8.47%
23.38%
12.06%
12.66%
--
--
--
12.15%
0.80%
9.61%
15.54%
26.66%
13.99%
14.38%
16.05%
--
--
13.62%
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