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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of September 24, 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
10.60%
13.49%
30.07%
11.29%
0.77%
14.70%
18.38%
-5.72%
25.22%
3.02%
17.45%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.87%
-0.21%
17.22%
28.95%
12.09%
1.81%
14.33%
8.24%
-7.75%
25.23%
0.20%
13.39%
--
--
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
16.26%
3.57%
11.51%
19.46%
12.47%
0.60%
19.49%
13.33%
-4.39%
24.11%
1.08%
11.25%
0.58%
14.55%
31.10%
12.89%
-4.34%
20.22%
8.47%
-9.35%
26.88%
0.65%
18.92%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.78%
1.86%
9.12%
36.23%
10.84%
12.12%
13.93%
9.19%
9.15%
10.38%
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
-1.36%
0.05%
6.80%
32.20%
8.70%
8.23%
12.03%
7.96%
--
7.94%
-1.48%
1.21%
7.62%
33.47%
9.18%
10.55%
--
--
--
9.72%
-2.08%
1.63%
7.81%
25.51%
8.63%
9.59%
11.76%
7.92%
8.77%
10.47%
-0.91%
0.54%
6.64%
47.13%
8.93%
10.11%
12.72%
7.61%
8.62%
9.77%
As of September 24, 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