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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of September 22, 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
-0.34%
13.09%
36.81%
10.37%
6.16%
-2.53%
32.42%
3.63%
33.46%
37.29%
21.03%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
18.26%
2.66%
16.54%
33.49%
8.99%
2.75%
-3.15%
34.56%
1.40%
33.74%
40.03%
18.02%
2.31%
14.90%
33.03%
12.73%
5.31%
6.75%
29.79%
-1.81%
35.95%
38.07%
18.12%
-1.04%
17.39%
36.74%
8.88%
7.49%
2.55%
30.99%
2.68%
37.81%
31.74%
19.06%
3.18%
12.37%
33.03%
11.13%
7.94%
-1.74%
38.37%
0.57%
39.39%
56.42%
13.60%
As of September 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.84%
8.71%
20.09%
35.02%
23.41%
23.93%
19.08%
13.68%
12.39%
10.85%
-0.92%
3.87%
12.33%
34.56%
16.57%
17.28%
16.89%
10.63%
10.03%
10.54%
3.09%
7.22%
15.63%
36.98%
22.94%
23.72%
18.57%
14.01%
11.82%
8.23%
0.51%
6.41%
17.62%
34.04%
23.32%
23.17%
19.61%
13.35%
--
12.74%
0.46%
6.56%
19.59%
30.97%
22.82%
23.23%
19.60%
13.93%
11.75%
11.96%
0.72%
5.88%
12.50%
30.02%
26.81%
27.89%
20.52%
15.10%
12.35%
11.32%
As of September 22, 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