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 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
16.20%
8.93%
18.24%
16.23%
-8.09%
12.61%
13.66%
3.25%
27.50%
4.23%
6.31%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.95%
6.58%
13.33%
20.16%
12.58%
-14.77%
11.40%
14.68%
0.85%
24.89%
6.02%
5.84%
12.70%
6.72%
20.07%
21.23%
-10.97%
13.53%
17.31%
8.34%
22.02%
-0.51%
6.74%
8.16%
4.26%
20.16%
8.99%
-8.32%
17.01%
8.79%
-2.00%
18.67%
-3.36%
11.11%
19.44%
5.65%
13.71%
25.18%
-7.38%
17.77%
10.56%
2.70%
26.80%
-1.95%
7.80%
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
-2.36%
-1.05%
-0.26%
7.59%
12.30%
11.28%
10.64%
8.19%
9.19%
8.97%
-0.47%
2.52%
6.48%
29.46%
16.75%
14.94%
12.25%
7.59%
8.09%
8.15%
-2.18%
0.75%
0.83%
13.11%
11.27%
10.05%
9.21%
8.39%
9.38%
10.73%
-1.78%
2.29%
0.09%
11.24%
8.06%
10.78%
10.63%
7.88%
7.73%
8.57%
-0.59%
1.26%
0.66%
16.27%
7.28%
7.28%
7.60%
6.49%
7.19%
7.47%
-2.07%
0.75%
0.37%
8.65%
10.36%
9.33%
10.30%
8.50%
9.15%
7.99%
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