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 22, 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
19.62%
1.04%
13.05%
28.73%
-4.91%
16.05%
12.03%
3.92%
25.92%
0.57%
9.71%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.53%
23.10%
-2.69%
12.07%
38.60%
-15.86%
29.59%
6.77%
1.84%
33.65%
-5.33%
7.50%
18.67%
1.15%
14.78%
27.33%
-4.83%
16.46%
11.95%
3.95%
24.19%
-1.08%
10.00%
-2.77%
2.58%
12.07%
15.25%
-7.11%
6.27%
14.82%
2.31%
23.92%
5.18%
4.39%
18.96%
1.83%
14.88%
26.99%
-4.82%
17.60%
12.46%
4.37%
24.87%
-0.76%
9.46%
As of October 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.58%
4.44%
2.42%
7.45%
11.00%
10.57%
10.60%
8.14%
8.10%
7.35%
2.62%
3.79%
8.54%
32.01%
17.31%
15.14%
12.32%
7.62%
8.17%
8.20%
-0.24%
-2.84%
-0.71%
10.06%
9.66%
9.74%
9.64%
10.15%
--
10.25%
3.45%
4.92%
2.57%
8.47%
9.90%
10.02%
10.41%
7.91%
8.12%
7.55%
1.73%
1.94%
-0.31%
7.04%
10.73%
9.64%
7.48%
4.78%
--
5.08%
3.03%
4.42%
2.26%
8.09%
10.03%
10.38%
10.71%
8.30%
--
9.89%
As of October 22, 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