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
-8.79%
24.70%
34.32%
7.98%
-1.31%
12.70%
13.36%
-14.49%
30.74%
0.48%
23.64%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
24.81%
-4.81%
16.90%
32.45%
12.58%
-7.96%
14.23%
13.67%
-11.62%
25.74%
5.66%
27.30%
-2.85%
16.35%
33.85%
6.59%
-4.56%
21.07%
12.12%
-12.96%
29.11%
0.66%
22.98%
-3.84%
11.53%
43.69%
5.31%
-2.42%
15.85%
13.63%
-18.47%
28.65%
8.96%
20.92%
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
6.36%
7.43%
4.92%
43.11%
13.52%
11.16%
12.36%
8.42%
10.14%
9.06%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
5.93%
6.60%
7.00%
37.49%
12.85%
9.52%
10.29%
6.61%
8.06%
9.84%
5.54%
5.97%
6.84%
43.29%
15.13%
12.69%
12.25%
8.24%
--
9.48%
5.36%
5.92%
6.62%
36.08%
13.15%
11.28%
11.79%
7.68%
--
8.18%
5.58%
4.70%
2.56%
40.52%
13.71%
11.39%
11.91%
8.10%
9.06%
9.44%
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