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 22, 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
8.31%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
12.92%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.53%
13.02%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
9.73%
8.25%
13.58%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
10.55%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
9.42%
--
--
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
9.11%
As of October 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.29%
3.73%
2.18%
16.19%
7.58%
7.77%
7.81%
6.70%
7.47%
7.69%
2.62%
3.79%
8.54%
32.01%
17.31%
15.14%
12.32%
7.62%
8.17%
8.20%
3.75%
6.03%
3.46%
11.66%
8.90%
11.50%
10.94%
8.14%
8.46%
9.03%
3.73%
6.06%
5.40%
11.23%
13.26%
11.53%
12.04%
8.24%
9.80%
12.49%
2.95%
4.37%
2.22%
8.11%
10.06%
10.38%
10.72%
8.29%
--
9.89%
2.86%
4.20%
2.03%
8.04%
9.85%
10.05%
--
--
--
9.16%
As of October 22, 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