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
-6.84%
15.71%
36.44%
12.92%
-8.20%
18.00%
16.51%
-14.84%
17.17%
-4.28%
21.54%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
-3.39%
15.85%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
17.04%
0.32%
18.08%
39.14%
12.95%
1.80%
15.01%
15.28%
-14.90%
29.81%
5.62%
18.20%
--
16.49%
36.58%
10.64%
-6.31%
19.90%
16.08%
-15.19%
27.39%
4.95%
18.45%
-2.04%
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
4.03%
19.88%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.82%
-2.70%
0.67%
51.69%
3.62%
7.87%
10.35%
7.18%
8.51%
8.77%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-1.87%
0.59%
4.24%
33.05%
8.10%
10.17%
10.83%
7.07%
--
7.40%
-1.01%
-0.42%
2.73%
39.05%
10.19%
11.35%
13.71%
10.93%
11.49%
10.14%
-0.47%
-0.94%
0.73%
42.16%
9.13%
11.23%
12.53%
--
--
10.79%
-0.81%
1.69%
5.29%
39.23%
11.41%
11.75%
12.78%
8.98%
9.97%
9.32%
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