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)
--
--
--
--
--
--
--
--
% 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%
23.97%
32.32%
9.07%
12.22%
2.44%
29.71%
1.59%
36.92%
39.27%
21.77%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.26%
-3.84%
16.82%
35.46%
14.25%
5.60%
1.64%
26.39%
-2.62%
35.59%
32.94%
15.22%
3.50%
15.53%
28.66%
7.26%
11.87%
-8.31%
32.52%
1.95%
35.75%
39.01%
23.45%
0.72%
18.75%
35.11%
11.12%
10.01%
6.04%
32.76%
-2.39%
31.85%
31.88%
13.66%
--
12.79%
37.68%
2.19%
12.00%
-7.45%
26.43%
10.02%
35.51%
49.77%
15.81%
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
2.14%
6.66%
19.40%
38.07%
25.82%
24.66%
20.76%
14.49%
12.79%
13.40%
-0.92%
3.87%
12.33%
34.56%
16.57%
17.28%
16.89%
10.63%
10.03%
10.54%
1.21%
3.93%
14.67%
29.48%
20.54%
20.22%
18.22%
12.87%
10.99%
12.48%
1.77%
7.44%
24.54%
37.22%
25.48%
23.93%
18.57%
13.38%
11.97%
11.32%
-2.19%
1.04%
10.42%
25.40%
20.53%
19.45%
19.16%
11.84%
11.04%
9.86%
0.42%
6.47%
19.67%
29.28%
25.79%
24.89%
--
--
--
18.16%
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