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
-2.42%
13.79%
47.06%
4.06%
-0.86%
16.30%
11.97%
-11.40%
26.56%
21.07%
18.19%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
--
--
--
--
-1.55%
17.97%
15.48%
-12.03%
19.35%
9.84%
15.39%
--
--
--
--
--
--
--
--
--
20.30%
16.93%
-0.19%
15.13%
39.76%
4.66%
-3.05%
25.14%
12.11%
-9.45%
21.56%
10.33%
18.85%
-17.00%
18.53%
35.52%
7.34%
-4.74%
26.94%
11.63%
-9.42%
30.17%
2.81%
14.93%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.26%
0.74%
1.83%
47.08%
12.62%
14.66%
14.27%
8.94%
9.81%
9.24%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
1.96%
-2.52%
-3.34%
43.52%
7.17%
11.35%
--
--
--
9.01%
1.98%
0.05%
-0.44%
47.92%
--
--
--
--
--
19.52%
0.64%
-2.35%
-3.58%
51.97%
7.89%
12.88%
13.41%
9.11%
10.13%
9.58%
2.01%
-3.84%
-1.81%
46.07%
8.43%
11.87%
12.34%
7.14%
9.18%
10.60%
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