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 21, 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
10.88%
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
14.08%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.57%
10.57%
19.10%
42.68%
25.42%
7.21%
-3.33%
23.36%
5.55%
21.97%
18.24%
14.63%
13.70%
14.25%
41.36%
23.82%
8.19%
-16.27%
10.69%
5.81%
31.63%
11.07%
10.21%
11.53%
19.21%
39.95%
21.50%
8.42%
-4.35%
20.20%
3.98%
17.64%
12.86%
15.46%
11.01%
31.93%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
13.66%
As of October 21, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.49%
1.18%
5.82%
24.42%
15.04%
15.76%
16.81%
11.52%
8.88%
9.03%
3.49%
4.17%
8.25%
32.24%
17.15%
15.15%
12.33%
7.63%
8.23%
8.20%
-0.49%
1.27%
6.19%
25.16%
15.70%
16.41%
17.45%
12.11%
--
11.05%
1.73%
-0.28%
5.34%
16.77%
14.62%
12.35%
13.78%
11.11%
9.00%
8.79%
-0.79%
1.18%
7.19%
23.60%
13.25%
13.71%
15.25%
11.21%
11.07%
10.00%
-1.29%
3.02%
9.05%
27.28%
19.80%
19.66%
21.22%
16.36%
14.42%
15.24%
As of October 21, 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