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 (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 15, 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
6.77%
11.66%
5.75%
1.90%
-5.03%
13.41%
6.07%
-2.02%
14.09%
4.48%
2.97%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.72%
5.12%
13.46%
5.86%
0.77%
-6.77%
14.43%
6.48%
-3.27%
14.88%
4.95%
3.20%
--
--
6.55%
-1.28%
-6.28%
14.22%
5.26%
-0.27%
9.49%
5.82%
4.53%
--
--
--
0.33%
-3.76%
12.54%
5.11%
0.02%
9.93%
3.16%
4.00%
--
--
--
--
--
--
6.00%
-1.80%
14.06%
5.04%
3.11%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.72%
0.32%
1.68%
7.42%
5.87%
5.17%
5.71%
--
--
5.33%
-1.28%
-0.86%
0.65%
-1.09%
5.52%
3.05%
3.08%
4.20%
4.30%
5.07%
-0.75%
0.26%
1.82%
8.05%
6.19%
5.33%
5.67%
--
--
5.39%
-0.25%
0.40%
1.71%
9.54%
5.46%
5.26%
--
--
--
4.49%
-0.18%
0.44%
1.69%
8.21%
4.72%
4.74%
--
--
--
4.05%
-0.74%
0.34%
1.76%
7.77%
6.17%
--
--
--
--
5.38%
As of October 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 September 30, 2021