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 23, 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
-0.50%
14.35%
24.24%
8.26%
2.04%
0.09%
30.05%
-4.47%
29.45%
31.89%
18.13%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.70%
-7.65%
12.49%
31.90%
10.54%
6.34%
2.37%
28.73%
-0.30%
39.35%
35.89%
16.69%
2.93%
12.62%
34.35%
9.45%
4.36%
-2.47%
32.92%
0.63%
32.70%
32.16%
15.19%
-5.57%
10.94%
23.74%
0.76%
1.21%
9.99%
23.13%
-2.90%
33.38%
34.09%
18.99%
-0.56%
16.23%
35.89%
7.99%
7.45%
0.40%
33.10%
3.28%
34.42%
35.52%
19.92%
As of September 23, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.94%
6.61%
16.87%
37.41%
18.52%
20.34%
15.51%
10.74%
--
11.01%
-0.57%
5.24%
14.57%
39.50%
17.04%
17.69%
16.96%
10.72%
10.10%
10.58%
0.44%
6.61%
16.39%
36.06%
22.91%
22.86%
18.48%
12.18%
11.27%
9.36%
0.86%
5.84%
16.07%
31.03%
19.39%
21.49%
17.03%
12.41%
10.15%
11.54%
0.66%
6.84%
18.87%
37.65%
21.01%
22.18%
15.98%
10.13%
11.61%
11.18%
0.39%
5.99%
19.43%
38.55%
23.66%
24.44%
19.46%
13.76%
11.35%
8.70%
As of September 23, 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