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
1.09%
16.47%
33.64%
12.60%
0.45%
12.75%
21.13%
-5.15%
30.86%
20.99%
18.88%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.54%
0.96%
16.25%
33.35%
12.43%
0.37%
12.69%
21.19%
-5.15%
30.82%
21.02%
18.86%
-0.19%
16.29%
32.70%
5.16%
-5.64%
11.85%
20.48%
-7.46%
22.76%
11.50%
15.31%
1.54%
15.32%
31.52%
12.96%
0.83%
11.20%
21.06%
-5.01%
30.69%
17.62%
19.00%
1.10%
16.05%
32.78%
13.32%
2.21%
10.63%
21.98%
-4.93%
31.00%
20.98%
18.85%
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
-1.21%
3.36%
11.70%
39.11%
17.32%
17.73%
16.54%
10.83%
10.42%
9.09%
-1.36%
4.14%
12.57%
36.71%
17.19%
17.71%
16.55%
10.59%
9.79%
10.57%
-1.22%
3.35%
11.70%
39.07%
17.31%
17.73%
16.46%
10.72%
10.28%
10.64%
-1.72%
0.00%
6.15%
36.35%
11.20%
12.71%
12.45%
9.17%
9.74%
11.92%
-1.42%
3.97%
12.20%
35.87%
16.46%
16.97%
15.83%
9.91%
9.11%
10.97%
-1.34%
3.62%
12.18%
37.66%
17.43%
17.92%
16.55%
10.21%
--
10.11%
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