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
-0.04%
10.49%
6.47%
4.64%
-1.85%
7.49%
8.49%
-4.45%
10.80%
3.34%
7.52%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
0.92%
12.10%
9.92%
3.41%
-1.72%
6.35%
10.57%
-5.39%
15.10%
11.77%
7.25%
1.50%
8.98%
9.05%
5.36%
-0.73%
5.34%
9.31%
-2.66%
13.26%
11.22%
6.01%
0.81%
12.60%
10.48%
3.28%
-3.62%
9.10%
8.83%
-6.64%
15.58%
13.52%
7.07%
1.78%
10.58%
7.78%
4.16%
-1.42%
6.07%
9.43%
-3.68%
13.30%
8.61%
5.28%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.09%
1.09%
4.11%
13.69%
6.11%
5.14%
5.21%
4.59%
4.98%
4.93%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
0.53%
1.44%
4.94%
14.88%
9.18%
7.73%
6.87%
5.89%
--
6.02%
0.20%
1.41%
4.45%
11.73%
8.67%
7.48%
6.51%
5.83%
5.67%
5.88%
0.58%
0.39%
2.56%
17.35%
8.53%
7.97%
6.95%
6.13%
--
6.06%
0.48%
1.57%
5.36%
10.52%
7.60%
6.50%
6.07%
5.26%
5.15%
5.23%
As of September 15, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of August 31, 2021