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
2.90%
17.46%
36.00%
18.75%
9.09%
6.68%
32.29%
-0.44%
38.86%
48.28%
20.54%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.54%
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%
2.10%
16.82%
34.79%
17.52%
8.30%
5.58%
30.91%
-1.64%
37.17%
46.43%
19.67%
2.96%
17.94%
36.23%
18.69%
9.19%
6.77%
32.29%
-0.63%
38.66%
47.94%
20.50%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.46%
10.55%
18.64%
35.92%
27.78%
27.00%
21.81%
16.60%
13.05%
8.11%
0.43%
5.88%
13.69%
33.72%
17.65%
18.05%
16.32%
10.75%
9.46%
10.61%
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%
2.38%
10.26%
18.05%
34.46%
26.25%
25.54%
20.60%
15.61%
12.11%
13.28%
2.45%
10.52%
18.62%
35.74%
27.56%
26.87%
21.82%
16.72%
13.23%
7.59%
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