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
1.89%
16.29%
34.65%
17.58%
8.01%
5.63%
30.98%
-1.43%
37.49%
46.81%
19.68%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
1.45%
15.85%
33.84%
16.64%
7.51%
4.88%
29.90%
-2.34%
36.14%
45.32%
19.04%
0.64%
14.55%
32.52%
15.71%
6.35%
4.07%
29.12%
-2.73%
35.22%
43.58%
18.20%
2.27%
19.75%
41.44%
18.67%
1.65%
8.18%
32.42%
-0.27%
39.01%
48.44%
20.68%
2.98%
17.96%
36.44%
18.34%
8.59%
5.92%
30.57%
-1.67%
37.58%
47.86%
20.45%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.36%
10.28%
18.06%
34.54%
26.51%
25.74%
20.61%
15.45%
11.93%
7.04%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
2.30%
10.06%
17.60%
33.46%
25.30%
24.61%
19.72%
14.77%
11.28%
12.43%
2.25%
9.91%
17.14%
32.22%
24.22%
23.67%
18.69%
13.88%
10.64%
5.04%
2.48%
10.60%
18.73%
36.16%
27.95%
27.17%
21.70%
15.43%
--
14.00%
2.44%
10.48%
18.39%
35.73%
27.58%
25.94%
21.28%
16.26%
12.83%
6.54%
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