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 27, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
3.57%
11.51%
19.46%
12.47%
0.60%
19.49%
13.33%
-4.39%
24.11%
1.08%
11.25%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.54%
10.60%
13.49%
30.07%
11.29%
0.77%
14.70%
18.38%
-5.72%
25.22%
3.02%
18.09%
--
--
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
17.06%
-0.21%
17.22%
28.95%
12.09%
1.81%
14.33%
8.24%
-7.75%
25.23%
0.20%
14.20%
0.58%
14.55%
31.10%
12.89%
-4.34%
20.22%
8.47%
-9.35%
26.88%
0.65%
20.15%
As of September 27, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.36%
1.01%
5.43%
24.43%
8.94%
9.68%
11.48%
7.81%
8.67%
10.47%
-1.36%
4.14%
12.57%
36.71%
17.19%
17.71%
16.55%
10.59%
9.79%
10.57%
-1.66%
1.79%
6.51%
35.59%
11.40%
12.33%
13.64%
9.13%
9.05%
10.39%
-1.24%
1.33%
5.03%
33.05%
9.77%
10.78%
--
--
--
9.81%
-1.13%
0.10%
4.69%
32.17%
9.25%
8.54%
11.74%
7.92%
--
7.98%
-0.49%
0.85%
4.53%
47.57%
9.73%
10.47%
12.44%
7.56%
8.58%
9.80%
As of September 27, 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