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
16.47%
9.13%
18.47%
16.44%
-7.91%
12.85%
13.87%
3.46%
27.71%
4.36%
8.53%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.53%
5.83%
12.48%
19.21%
11.78%
-15.41%
10.53%
13.87%
0.10%
23.93%
5.23%
8.02%
8.08%
4.29%
20.15%
8.89%
-8.25%
17.00%
8.93%
-2.15%
18.77%
-3.43%
12.80%
17.42%
1.03%
13.40%
22.42%
-7.53%
16.44%
11.13%
3.74%
19.08%
-4.76%
7.79%
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
9.11%
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
2.24%
2.15%
1.66%
8.48%
12.35%
11.86%
10.67%
8.38%
9.50%
9.12%
2.62%
3.79%
8.54%
32.01%
17.31%
15.14%
12.32%
7.62%
8.17%
8.20%
2.35%
3.70%
2.62%
13.89%
11.06%
9.58%
8.39%
7.64%
8.78%
9.99%
3.29%
3.77%
2.10%
15.99%
7.31%
7.52%
7.55%
6.47%
7.29%
7.53%
3.25%
3.35%
0.57%
6.82%
6.20%
7.61%
8.30%
6.41%
5.43%
4.84%
2.86%
4.20%
2.03%
8.04%
9.85%
10.05%
--
--
--
9.16%
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