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 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
6.93%
12.38%
31.81%
11.09%
-0.24%
13.31%
20.09%
-3.00%
25.48%
7.67%
22.11%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
-1.96%
17.03%
31.39%
8.85%
3.28%
12.44%
23.28%
-6.68%
27.53%
14.88%
19.06%
7.14%
13.51%
25.61%
12.81%
-4.63%
15.03%
19.12%
-5.16%
30.92%
7.62%
22.50%
-0.23%
13.05%
27.97%
11.56%
-2.38%
15.13%
19.09%
-4.73%
26.58%
15.50%
19.83%
1.52%
15.31%
31.69%
13.00%
0.82%
11.31%
21.13%
-4.92%
30.77%
17.82%
21.87%
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
5.11%
5.33%
9.53%
32.42%
16.04%
15.42%
13.91%
9.13%
8.77%
11.24%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
3.13%
4.04%
8.75%
32.02%
17.38%
15.95%
14.73%
9.95%
10.22%
12.66%
6.17%
7.00%
12.22%
32.34%
17.66%
15.42%
13.54%
9.10%
9.16%
10.21%
3.84%
5.32%
10.81%
28.80%
18.04%
15.90%
13.88%
9.70%
--
9.41%
3.46%
4.28%
10.38%
32.84%
19.66%
17.80%
15.56%
10.02%
8.95%
8.13%
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