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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--
--
--
--
--
--
--
As of October 27, 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
0.81%
16.54%
38.82%
7.28%
-5.39%
24.65%
12.34%
-14.02%
23.14%
2.06%
22.28%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.58%
-6.15%
17.46%
38.85%
7.77%
-5.03%
23.48%
12.75%
-12.05%
24.42%
8.50%
26.56%
-3.25%
18.24%
45.06%
2.92%
-3.62%
25.63%
11.18%
-11.60%
20.66%
6.59%
27.44%
-4.85%
16.93%
36.16%
2.87%
-3.20%
31.36%
13.13%
-13.96%
26.16%
2.80%
22.29%
-1.92%
18.46%
36.18%
2.27%
-6.05%
25.85%
10.53%
-8.37%
24.51%
4.21%
20.66%
As of October 27, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.70%
6.11%
-0.38%
51.28%
12.23%
11.22%
11.77%
8.81%
10.61%
10.77%
2.54%
3.76%
9.47%
36.22%
21.80%
18.57%
15.79%
10.54%
9.48%
10.63%
-0.05%
3.42%
3.31%
57.57%
15.87%
14.05%
12.93%
--
--
9.61%
-0.24%
4.80%
2.14%
56.37%
13.93%
13.72%
12.83%
8.70%
10.75%
11.90%
-1.58%
1.98%
-2.20%
49.48%
12.96%
12.99%
12.08%
8.71%
10.38%
12.20%
-0.04%
4.24%
-1.90%
53.55%
13.19%
13.01%
11.98%
8.14%
10.65%
11.50%
As of October 27, 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