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 November 30, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-3.12%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-14.51%
13.58%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
15.26%
3.23%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
17.35%
2.05%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
17.68%
5.82%
1.55%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
21.51%
-5.92%
As of November 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.97%
-2.12%
-4.75%
3.53%
4.52%
4.47%
7.28%
5.87%
8.63%
7.35%
6.40%
3.28%
-2.60%
-10.86%
7.53%
7.35%
9.53%
5.61%
8.14%
7.36%
5.95%
-0.28%
0.00%
10.40%
9.06%
9.23%
11.28%
6.97%
12.02%
12.34%
6.07%
-3.15%
-3.20%
11.64%
7.05%
7.85%
11.04%
7.52%
--
9.81%
6.05%
-1.73%
-0.96%
14.76%
8.48%
9.61%
11.28%
7.35%
10.92%
9.16%
-2.05%
-8.16%
-10.99%
1.42%
6.52%
6.96%
9.98%
6.32%
9.44%
8.37%
As of November 30, 2022. 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 October 31, 2022