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)
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--
--
--
--
--
--
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As of October 20, 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
-5.58%
19.14%
34.73%
2.72%
-4.43%
16.37%
18.07%
-15.95%
20.60%
12.86%
19.58%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.15%
-6.49%
17.34%
39.48%
0.13%
-6.99%
21.14%
14.49%
-14.38%
16.07%
9.21%
17.94%
-12.86%
6.77%
20.08%
-5.03%
-14.21%
18.48%
4.23%
-9.83%
19.72%
23.04%
25.36%
-4.98%
12.87%
42.52%
3.00%
-7.28%
20.53%
13.17%
-12.95%
22.23%
11.67%
23.26%
-3.61%
10.90%
35.37%
2.31%
-1.26%
14.05%
10.47%
-9.51%
28.97%
20.39%
22.08%
As of October 20, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.54%
4.97%
6.46%
39.18%
13.44%
11.93%
11.91%
8.74%
10.37%
11.55%
4.19%
5.29%
10.46%
33.70%
20.04%
18.40%
16.39%
10.57%
9.62%
10.63%
4.52%
0.95%
3.59%
43.20%
10.55%
10.39%
11.00%
8.78%
9.79%
10.20%
5.51%
4.60%
7.39%
57.61%
17.79%
14.37%
8.25%
6.23%
8.63%
10.31%
6.06%
4.66%
5.80%
50.67%
13.38%
13.08%
12.55%
7.27%
8.47%
10.10%
5.70%
9.36%
9.14%
43.81%
19.51%
15.57%
13.30%
8.21%
8.65%
8.29%
As of October 20, 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
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--
--
--
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As of September 30, 2021