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 17, 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
0.89%
15.36%
33.63%
15.82%
1.63%
5.19%
31.26%
-4.01%
28.47%
27.13%
20.27%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
--
10.10%
46.44%
9.89%
6.38%
0.31%
30.91%
-1.18%
34.37%
76.57%
8.85%
-3.27%
19.75%
29.90%
13.61%
8.58%
0.57%
27.34%
-4.41%
35.48%
33.72%
23.11%
-1.39%
16.24%
35.26%
7.70%
6.29%
1.45%
29.56%
1.58%
36.31%
30.31%
19.08%
-1.27%
15.59%
35.42%
7.74%
7.22%
0.07%
32.71%
2.88%
33.77%
34.94%
19.09%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.49%
6.37%
14.42%
36.02%
18.47%
20.59%
16.88%
11.67%
--
12.28%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
3.39%
9.69%
9.74%
35.56%
28.40%
27.12%
19.95%
--
--
18.74%
1.79%
7.90%
18.42%
40.12%
23.42%
22.27%
17.93%
12.32%
9.67%
10.43%
1.97%
8.48%
18.79%
31.67%
22.29%
22.55%
17.65%
13.08%
10.69%
11.63%
1.51%
6.98%
17.30%
34.56%
23.44%
24.16%
18.17%
13.08%
10.51%
8.24%
As of September 17, 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