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)
--
--
--
--
--
--
--
--
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
19.60%
5.77%
13.96%
25.42%
-7.31%
17.96%
10.76%
2.89%
26.93%
-1.79%
7.95%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
16.95%
17.42%
1.03%
13.40%
22.42%
-7.53%
16.44%
11.13%
3.74%
19.08%
-4.76%
5.85%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
7.12%
8.16%
4.26%
20.16%
8.99%
-8.32%
17.01%
8.79%
-2.00%
18.67%
-3.36%
11.11%
7.92%
13.24%
26.22%
20.52%
-12.67%
15.57%
13.79%
1.42%
27.05%
4.21%
8.09%
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
-2.05%
0.82%
0.44%
8.83%
10.54%
9.50%
10.47%
8.67%
9.31%
8.08%
-0.47%
2.52%
6.48%
29.46%
16.75%
14.94%
12.25%
7.59%
8.09%
8.15%
-1.40%
0.09%
-1.17%
6.98%
6.21%
7.38%
8.36%
6.46%
5.25%
4.76%
-2.04%
0.94%
-0.00%
8.02%
10.01%
10.03%
10.77%
8.34%
--
9.77%
-0.59%
1.26%
0.66%
16.27%
7.28%
7.28%
7.60%
6.49%
7.19%
7.47%
-0.62%
3.08%
3.24%
9.31%
12.69%
10.95%
11.82%
7.89%
9.30%
12.39%
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