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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 18, 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
--
--
--
7.91%
0.74%
18.56%
10.47%
-10.31%
25.82%
-1.76%
27.93%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.81%
-3.86%
15.74%
41.64%
7.36%
1.32%
18.18%
8.63%
-12.56%
27.74%
1.31%
27.39%
-2.25%
11.54%
44.35%
11.57%
-1.14%
9.62%
20.33%
-12.02%
30.77%
14.57%
29.95%
--
--
--
--
1.89%
15.82%
9.72%
-8.23%
24.90%
4.24%
22.65%
-0.26%
13.62%
33.72%
6.68%
-6.69%
22.77%
8.82%
-9.51%
29.54%
7.18%
24.12%
As of October 18, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.47%
9.05%
8.34%
47.10%
12.96%
11.28%
--
--
--
9.42%
1.30%
4.04%
7.94%
30.69%
19.59%
18.16%
16.17%
10.50%
9.59%
10.59%
4.92%
8.71%
6.88%
47.86%
14.14%
11.12%
13.01%
9.79%
--
9.61%
4.05%
8.53%
9.27%
52.43%
19.97%
17.55%
15.34%
10.37%
--
10.33%
4.02%
5.34%
5.12%
43.88%
12.66%
10.90%
--
--
--
10.34%
2.91%
5.24%
3.21%
45.31%
15.24%
13.28%
12.63%
9.10%
9.80%
10.94%
As of October 18, 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