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)
--
--
--
--
--
--
--
--
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
3.64%
24.60%
43.65%
9.52%
6.26%
6.72%
22.81%
-2.30%
27.45%
48.34%
18.20%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.95%
5.99%
23.60%
42.74%
9.46%
9.92%
5.97%
22.82%
1.59%
28.39%
29.63%
18.10%
--
--
--
9.39%
6.31%
6.59%
22.96%
-0.87%
27.44%
49.53%
17.65%
6.74%
23.44%
41.09%
14.46%
6.10%
5.59%
19.87%
1.77%
27.36%
24.58%
14.72%
-4.86%
25.40%
38.15%
3.03%
5.75%
3.11%
22.94%
-6.31%
26.77%
24.46%
11.63%
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
1.46%
3.21%
4.03%
30.40%
26.68%
22.90%
19.68%
13.66%
--
12.46%
-0.47%
2.52%
6.48%
29.46%
16.75%
14.94%
12.25%
7.59%
8.09%
8.15%
2.92%
5.03%
6.21%
23.33%
21.76%
20.55%
18.80%
13.14%
12.04%
10.46%
1.56%
3.29%
4.02%
28.14%
26.95%
23.35%
--
--
--
17.42%
2.02%
3.39%
3.58%
24.95%
18.53%
18.32%
17.70%
12.42%
10.70%
9.08%
2.45%
1.35%
1.60%
24.38%
17.43%
15.81%
14.51%
9.65%
--
10.01%
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