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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% 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
7.18%
12.65%
32.08%
11.35%
-0.04%
13.57%
20.35%
-2.78%
25.77%
7.93%
20.14%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-1.75%
17.25%
31.69%
9.09%
3.51%
12.70%
23.52%
-6.48%
27.84%
15.19%
17.27%
--
--
32.40%
10.02%
-2.38%
15.96%
17.36%
-8.84%
31.55%
10.07%
23.93%
-0.33%
12.94%
27.60%
11.37%
-2.57%
14.89%
18.83%
-4.91%
26.27%
15.28%
16.94%
3.34%
16.95%
37.13%
14.80%
-1.02%
7.79%
22.62%
-6.86%
26.67%
15.33%
20.72%
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
1.31%
3.27%
7.09%
29.92%
15.57%
15.30%
14.13%
9.27%
8.84%
11.27%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
-0.33%
2.65%
5.74%
29.03%
16.96%
15.99%
14.87%
10.08%
10.28%
12.71%
2.90%
3.64%
6.46%
42.37%
16.70%
15.71%
--
--
--
13.94%
-0.26%
3.17%
7.58%
24.49%
16.98%
15.14%
13.59%
9.40%
--
9.14%
-0.61%
2.68%
7.46%
29.29%
17.30%
16.47%
15.09%
9.15%
8.13%
5.15%
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