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
-0.26%
13.62%
33.72%
6.68%
-6.69%
22.77%
8.82%
-9.51%
29.54%
7.18%
20.61%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
--
--
--
--
-3.62%
25.37%
14.56%
-21.20%
29.00%
6.63%
22.30%
2.07%
20.32%
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
21.02%
-9.30%
27.02%
30.40%
6.42%
-2.62%
11.22%
19.14%
-17.47%
34.52%
8.22%
23.42%
2.35%
20.76%
32.59%
15.32%
-2.71%
14.70%
13.81%
-11.77%
26.57%
0.18%
20.44%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.12%
-0.25%
2.81%
45.38%
12.11%
12.92%
12.19%
9.18%
9.82%
10.86%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.83%
-1.11%
-0.62%
57.64%
10.13%
12.13%
--
--
--
9.18%
-1.52%
1.00%
4.97%
40.21%
9.09%
10.48%
12.83%
9.03%
--
10.04%
-0.71%
0.02%
4.36%
52.93%
13.47%
13.24%
12.91%
8.70%
9.76%
11.63%
-1.58%
0.97%
4.87%
39.05%
8.87%
10.28%
12.83%
9.08%
--
9.45%
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