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
-3.93%
17.85%
33.63%
13.50%
-7.16%
15.26%
14.62%
-10.91%
26.67%
6.51%
22.12%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.26%
0.48%
12.53%
34.88%
12.37%
1.00%
21.00%
16.01%
-9.96%
28.77%
8.12%
22.78%
-4.27%
19.02%
38.92%
16.63%
-4.58%
12.41%
16.96%
-18.85%
23.62%
0.96%
23.80%
--
--
--
7.91%
0.74%
18.56%
10.47%
-10.31%
25.82%
-1.76%
21.30%
-10.84%
14.12%
38.05%
11.85%
-5.99%
11.14%
17.71%
-10.54%
31.69%
-2.37%
17.56%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.98%
1.50%
4.62%
42.42%
11.70%
12.74%
12.69%
9.14%
--
10.13%
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
-2.60%
1.19%
4.47%
44.09%
13.04%
14.13%
14.72%
11.40%
11.66%
12.11%
-1.92%
1.66%
6.64%
46.15%
8.74%
9.78%
12.11%
8.16%
--
9.30%
-0.40%
1.16%
3.39%
43.71%
8.71%
10.24%
--
--
--
8.78%
-1.10%
-0.59%
2.54%
39.63%
8.86%
11.08%
11.56%
7.67%
10.99%
7.99%
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