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 23, 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
-7.45%
12.35%
38.65%
7.52%
4.10%
1.31%
26.13%
-4.48%
35.43%
41.14%
13.45%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.70%
-4.20%
16.78%
35.57%
12.79%
0.26%
5.55%
30.01%
1.52%
35.35%
37.39%
17.31%
-2.35%
12.81%
28.24%
14.19%
2.43%
-3.08%
25.56%
-6.69%
35.01%
35.25%
18.96%
-0.56%
14.66%
36.16%
8.88%
10.01%
-2.21%
35.42%
-1.89%
31.81%
54.70%
15.64%
-0.76%
13.39%
34.64%
10.07%
5.94%
-0.48%
33.81%
-1.13%
32.58%
42.22%
18.07%
As of September 23, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.70%
2.96%
12.11%
34.12%
21.22%
20.81%
16.89%
11.24%
--
11.22%
-0.57%
5.24%
14.57%
39.50%
17.04%
17.69%
16.96%
10.72%
10.10%
10.58%
0.12%
6.98%
18.27%
32.08%
23.22%
23.61%
19.36%
12.98%
9.99%
9.37%
0.88%
7.12%
18.56%
39.65%
21.86%
20.18%
16.17%
9.75%
8.47%
11.78%
1.00%
7.11%
19.06%
37.15%
25.79%
25.17%
19.44%
13.25%
11.17%
10.17%
0.61%
5.63%
15.77%
38.73%
23.52%
23.61%
18.74%
12.12%
10.01%
11.61%
As of September 23, 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