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
-0.60%
17.10%
36.28%
8.52%
7.11%
2.21%
30.54%
2.34%
37.35%
31.30%
19.72%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-1.04%
15.84%
32.36%
9.20%
2.39%
6.31%
27.98%
-4.42%
29.15%
23.64%
20.25%
--
9.98%
46.73%
10.12%
6.68%
0.58%
31.19%
-0.95%
34.75%
77.04%
9.03%
--
--
29.00%
9.96%
4.79%
8.23%
28.31%
2.66%
38.29%
34.50%
22.93%
-4.93%
20.45%
33.70%
9.19%
5.29%
8.36%
26.06%
-2.98%
28.06%
37.78%
15.87%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.04%
8.68%
19.24%
32.67%
23.22%
23.48%
18.54%
13.94%
11.54%
12.33%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
1.78%
7.29%
16.62%
33.78%
17.75%
18.97%
15.58%
11.51%
--
12.73%
3.39%
9.75%
9.87%
35.90%
28.72%
27.44%
20.19%
--
--
18.97%
2.09%
7.44%
20.09%
36.58%
26.52%
25.05%
--
--
--
19.85%
3.57%
6.61%
11.31%
36.28%
21.00%
20.98%
17.42%
11.65%
11.11%
14.16%
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