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)
--
--
--
--
--
--
--
--
As of October 18, 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
7.56%
19.50%
49.04%
26.06%
12.33%
-8.86%
21.23%
-3.31%
32.82%
22.18%
5.21%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.13%
4.46%
15.22%
44.20%
27.10%
8.06%
-15.12%
15.94%
5.81%
25.64%
12.73%
12.02%
-1.41%
21.98%
41.72%
27.47%
7.54%
-11.68%
15.28%
-0.63%
30.23%
16.14%
11.27%
5.61%
17.92%
43.74%
28.48%
10.68%
-6.37%
24.41%
7.63%
24.88%
19.06%
4.40%
2.58%
18.61%
50.28%
16.74%
11.16%
-4.57%
31.65%
-1.11%
31.18%
10.90%
-1.27%
As of October 18, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.74%
-1.95%
1.79%
11.57%
15.04%
14.50%
17.02%
11.47%
10.85%
11.88%
0.68%
3.32%
6.22%
29.43%
16.63%
14.87%
12.35%
7.58%
8.14%
8.15%
-1.69%
1.09%
7.66%
16.63%
14.59%
13.21%
14.62%
10.79%
8.90%
13.15%
-0.99%
2.36%
7.58%
18.79%
16.33%
13.51%
15.39%
9.99%
8.31%
11.96%
-4.07%
-3.17%
0.34%
9.66%
13.10%
15.16%
17.28%
13.29%
13.74%
14.75%
-3.37%
-3.37%
-2.72%
4.65%
9.05%
12.85%
15.48%
--
--
14.81%
As of October 18, 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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--
--
--
--
As of September 30, 2021