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 16, 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
11.01%
31.93%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
15.81%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.31%
7.82%
21.39%
56.27%
32.88%
6.57%
-10.68%
24.02%
7.44%
31.46%
24.43%
11.64%
-3.42%
15.62%
41.30%
26.70%
7.11%
8.68%
26.57%
16.20%
29.56%
30.04%
26.33%
10.88%
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
15.42%
10.23%
10.55%
35.31%
23.66%
6.95%
2.25%
24.34%
10.45%
19.91%
18.52%
9.86%
As of September 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.88%
9.04%
14.89%
33.32%
18.70%
19.03%
21.40%
16.87%
14.90%
15.39%
0.16%
4.12%
11.47%
31.79%
14.89%
15.01%
12.40%
7.84%
8.19%
8.19%
2.30%
4.01%
8.73%
22.54%
16.35%
17.17%
19.77%
14.43%
11.90%
16.07%
4.07%
15.17%
23.65%
42.04%
23.04%
23.11%
21.74%
16.70%
15.51%
16.12%
-0.96%
6.51%
13.21%
27.06%
14.32%
15.17%
16.97%
11.79%
8.87%
9.13%
1.28%
-2.33%
5.01%
25.73%
11.75%
17.20%
16.10%
11.92%
12.87%
12.54%
As of September 16, 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