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 15, 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
-5.61%
13.24%
16.15%
3.33%
-3.80%
9.36%
13.56%
-7.80%
15.32%
6.13%
14.37%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
-6.99%
14.89%
19.75%
3.22%
-3.92%
10.90%
15.88%
-9.47%
18.74%
4.24%
16.78%
--
--
--
6.87%
-1.67%
9.41%
17.53%
-7.36%
22.65%
13.52%
12.93%
-0.74%
13.71%
22.79%
7.05%
-1.51%
6.64%
19.37%
-6.95%
23.64%
12.61%
14.28%
-5.03%
15.06%
21.67%
4.29%
-1.55%
6.56%
18.71%
-8.78%
21.72%
17.09%
12.94%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.07%
1.39%
5.87%
28.23%
8.90%
8.67%
7.65%
5.14%
5.97%
5.34%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
-0.06%
1.57%
6.84%
31.48%
9.02%
9.65%
8.63%
5.26%
6.28%
5.44%
0.35%
1.99%
7.11%
25.60%
12.17%
11.96%
--
--
--
9.20%
0.00%
2.12%
8.27%
26.61%
12.61%
12.44%
11.06%
7.80%
7.49%
8.25%
0.56%
1.48%
6.02%
27.17%
12.66%
12.19%
10.36%
7.31%
--
7.55%
As of September 15, 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