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
4.40%
20.67%
45.56%
6.05%
-8.75%
16.18%
9.19%
-16.26%
16.73%
16.98%
36.28%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
-1.60%
18.24%
38.52%
7.94%
-4.02%
21.17%
15.17%
-10.83%
25.96%
15.84%
17.70%
-4.45%
15.53%
38.03%
4.38%
-5.03%
20.56%
13.65%
-11.68%
24.57%
18.93%
16.10%
-4.19%
13.63%
39.46%
6.63%
-0.24%
19.57%
14.73%
-12.18%
23.49%
12.50%
24.63%
-0.87%
17.48%
32.40%
-0.16%
-5.00%
28.51%
13.01%
-11.57%
25.47%
12.14%
25.57%
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
3.05%
4.10%
3.90%
62.72%
15.85%
13.85%
12.83%
--
--
10.67%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
4.33%
5.36%
3.81%
39.33%
14.85%
14.47%
14.34%
9.74%
--
9.83%
3.29%
4.22%
2.63%
40.67%
14.71%
14.04%
13.11%
--
--
10.48%
3.95%
6.04%
5.79%
52.01%
15.33%
14.45%
13.86%
8.82%
--
11.31%
5.66%
9.15%
10.46%
47.71%
16.22%
15.05%
13.29%
9.47%
11.35%
11.74%
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