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 25, 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
-4.54%
18.77%
38.50%
16.31%
-4.84%
12.08%
16.67%
-19.09%
23.20%
0.69%
30.30%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.97%
-8.82%
30.77%
42.20%
11.90%
-12.75%
20.70%
7.53%
-19.51%
12.69%
0.28%
38.79%
-0.78%
14.51%
36.98%
14.86%
-6.62%
21.08%
12.33%
-19.93%
19.74%
-6.53%
33.35%
-9.58%
26.63%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
30.36%
-0.97%
16.11%
29.70%
16.04%
-1.81%
22.50%
11.32%
-13.25%
28.55%
1.43%
19.50%
As of October 25, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.56%
7.15%
7.58%
48.03%
14.05%
10.55%
12.36%
7.86%
--
9.25%
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
8.48%
12.07%
9.07%
73.98%
9.43%
9.34%
12.00%
7.09%
9.96%
11.14%
5.52%
7.70%
7.14%
57.41%
10.15%
8.53%
10.92%
7.63%
9.05%
9.27%
5.35%
6.98%
7.26%
51.73%
19.27%
14.43%
13.47%
8.43%
9.53%
11.44%
3.18%
3.72%
3.01%
31.27%
13.10%
10.33%
12.57%
9.15%
--
10.17%
As of October 25, 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