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 24, 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
-1.27%
15.35%
31.95%
8.42%
-3.44%
16.84%
26.61%
-16.28%
28.97%
0.96%
15.51%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
-3.58%
17.68%
32.51%
6.61%
-10.43%
18.01%
17.10%
-19.71%
29.88%
5.48%
27.04%
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
21.00%
-0.16%
15.45%
39.22%
8.01%
-4.27%
17.23%
17.29%
-20.05%
25.98%
2.21%
21.80%
-3.27%
15.70%
35.95%
4.55%
-3.19%
20.74%
15.14%
-11.70%
24.61%
3.25%
19.98%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.80%
0.34%
9.11%
35.61%
7.61%
11.54%
12.53%
8.20%
9.01%
10.97%
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
1.51%
-0.51%
9.90%
72.84%
11.29%
13.10%
12.65%
6.28%
7.54%
6.56%
-0.23%
1.62%
9.00%
54.74%
9.05%
10.24%
12.72%
8.71%
9.22%
9.00%
-1.02%
-0.97%
8.26%
61.63%
8.09%
10.04%
12.87%
8.07%
--
8.69%
-1.54%
-1.18%
6.80%
55.12%
8.90%
11.69%
13.13%
10.41%
11.81%
11.29%
As of September 24, 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