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 22, 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
-7.32%
23.65%
31.73%
8.57%
11.75%
1.92%
29.50%
1.43%
36.76%
39.13%
21.65%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.26%
-3.84%
16.73%
35.20%
14.07%
5.41%
1.48%
26.23%
-2.77%
35.40%
32.79%
15.11%
-4.41%
18.85%
35.60%
6.92%
-2.01%
10.71%
13.37%
-9.07%
36.73%
18.65%
5.92%
-1.49%
16.10%
36.99%
11.20%
8.14%
0.88%
32.48%
-0.93%
31.32%
33.98%
14.52%
1.47%
18.48%
41.44%
9.30%
11.34%
1.12%
36.50%
2.17%
30.15%
34.69%
17.54%
As of September 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.13%
6.63%
19.32%
37.91%
25.67%
24.47%
20.44%
14.29%
12.63%
13.27%
-0.92%
3.87%
12.33%
34.56%
16.57%
17.28%
16.89%
10.63%
10.03%
10.54%
1.19%
3.89%
14.59%
29.32%
20.38%
20.05%
18.05%
12.77%
10.91%
12.43%
-2.21%
-1.18%
3.57%
21.25%
13.74%
12.82%
14.31%
6.73%
5.84%
4.78%
1.25%
4.19%
14.06%
29.08%
20.29%
21.23%
18.52%
12.17%
--
11.70%
1.23%
5.31%
16.45%
30.20%
21.24%
23.39%
20.29%
13.86%
--
12.84%
As of September 22, 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