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 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
8.08%
4.29%
20.15%
8.89%
-8.25%
17.00%
8.93%
-2.15%
18.77%
-3.43%
12.95%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.86%
19.44%
5.65%
13.89%
25.49%
-7.15%
18.09%
10.88%
2.92%
27.10%
-1.66%
9.76%
--
--
--
26.20%
-5.41%
16.81%
11.62%
3.79%
24.20%
-1.05%
8.45%
16.47%
9.13%
18.47%
16.44%
-7.91%
12.85%
13.87%
3.46%
27.71%
4.36%
8.14%
11.12%
4.26%
18.20%
20.13%
-6.54%
23.61%
0.62%
0.91%
19.93%
-2.42%
6.95%
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
3.28%
2.85%
2.10%
15.68%
7.93%
7.45%
7.64%
6.40%
7.37%
7.53%
1.94%
3.20%
8.02%
31.85%
18.32%
15.20%
12.34%
7.59%
8.12%
8.20%
2.99%
2.52%
2.40%
7.69%
10.51%
9.66%
10.59%
8.51%
9.41%
8.06%
3.03%
2.42%
1.58%
6.98%
9.38%
9.47%
--
--
--
8.92%
1.95%
0.47%
1.26%
7.86%
12.40%
11.64%
10.75%
8.29%
9.57%
9.10%
2.66%
2.88%
2.04%
7.19%
6.21%
6.27%
8.49%
6.54%
7.11%
7.77%
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