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
-6.10%
26.04%
36.72%
11.84%
2.90%
4.32%
23.26%
-0.14%
37.78%
28.24%
14.24%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
2.93%
12.62%
34.35%
9.45%
4.36%
-2.47%
32.92%
0.63%
32.70%
32.16%
14.50%
-0.56%
16.23%
35.89%
7.99%
7.45%
0.40%
33.10%
3.28%
34.42%
35.52%
19.61%
-0.50%
14.35%
24.24%
8.26%
2.04%
0.09%
30.05%
-4.47%
29.45%
31.89%
17.64%
-5.57%
10.94%
23.74%
0.76%
1.21%
9.99%
23.13%
-2.90%
33.38%
34.09%
18.52%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.24%
7.40%
15.48%
27.04%
20.53%
20.33%
17.51%
--
--
13.13%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
2.12%
6.67%
13.41%
27.30%
19.74%
21.53%
16.22%
12.33%
9.72%
11.53%
1.61%
7.18%
17.62%
35.28%
24.03%
24.70%
18.63%
13.62%
10.99%
8.69%
2.35%
7.38%
14.24%
34.06%
18.69%
20.57%
14.43%
10.66%
--
10.99%
1.97%
7.68%
16.88%
34.27%
21.14%
22.36%
14.87%
10.07%
10.96%
11.17%
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