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 27, 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
2.78%
9.15%
38.76%
-0.38%
-5.24%
20.47%
10.29%
-18.39%
30.56%
0.96%
26.84%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.54%
-10.58%
30.76%
36.43%
14.01%
-0.86%
8.70%
16.99%
-20.91%
21.05%
18.08%
21.09%
0.20%
18.54%
41.15%
6.78%
-3.86%
21.67%
12.04%
-18.99%
25.10%
0.47%
24.31%
--
--
--
--
--
8.91%
21.48%
-15.11%
18.23%
0.48%
14.73%
-0.12%
15.58%
27.74%
-0.32%
-2.76%
27.13%
15.32%
-6.20%
32.86%
2.07%
16.92%
As of September 27, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.55%
-1.85%
3.76%
59.68%
9.10%
10.83%
11.28%
--
--
6.39%
-1.36%
4.14%
12.57%
36.71%
17.19%
17.71%
16.55%
10.59%
9.79%
10.57%
-0.80%
-2.94%
2.96%
55.54%
10.26%
10.89%
14.28%
5.89%
8.25%
9.50%
-0.20%
-3.43%
2.17%
62.97%
6.83%
9.30%
12.80%
7.55%
--
8.38%
-0.42%
1.29%
4.21%
44.34%
4.07%
7.84%
--
--
--
6.70%
-0.40%
-1.86%
1.42%
48.51%
9.85%
13.70%
13.17%
--
--
8.05%
As of September 27, 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