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)
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--
--
--
--
--
--
--
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
-3.25%
18.24%
45.06%
2.92%
-3.62%
25.63%
11.18%
-11.60%
20.66%
6.59%
30.03%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
-4.85%
16.93%
36.16%
2.87%
-3.20%
31.36%
13.13%
-13.96%
26.16%
2.80%
24.99%
-6.15%
17.46%
38.85%
7.77%
-5.03%
23.48%
12.75%
-12.05%
24.42%
8.50%
29.15%
0.81%
16.54%
38.82%
7.28%
-5.39%
24.65%
12.34%
-14.02%
23.14%
2.06%
25.00%
-3.54%
15.18%
39.43%
9.04%
-0.05%
20.53%
6.60%
-14.61%
24.88%
9.23%
24.33%
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
6.16%
7.51%
6.80%
54.84%
13.41%
13.85%
13.89%
8.86%
10.96%
11.96%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
4.52%
5.31%
2.51%
47.81%
12.50%
13.16%
13.20%
8.92%
10.61%
12.28%
5.36%
6.34%
8.12%
55.48%
15.39%
14.14%
13.96%
--
--
9.77%
6.89%
9.15%
4.89%
49.79%
11.79%
11.41%
12.79%
8.99%
10.79%
10.86%
5.68%
8.25%
8.09%
48.23%
14.66%
11.50%
12.77%
10.38%
10.30%
9.73%
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
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--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
As of September 30, 2021