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 25, 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
5.15%
15.05%
37.21%
-0.80%
-5.20%
10.03%
19.53%
-13.79%
34.12%
3.47%
29.82%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.97%
--
--
34.06%
-0.63%
-4.71%
11.99%
21.24%
-13.47%
30.43%
-3.49%
23.20%
10.60%
13.49%
30.07%
11.29%
0.77%
14.70%
18.38%
-5.72%
25.22%
3.02%
22.13%
-1.72%
16.67%
38.45%
12.31%
-4.57%
16.17%
15.83%
-11.32%
24.98%
-3.66%
25.84%
--
--
--
--
-2.11%
14.54%
16.21%
-6.02%
24.86%
-0.60%
20.80%
As of October 25, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.01%
7.22%
11.21%
41.81%
17.11%
14.73%
12.18%
--
--
7.75%
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
5.10%
7.21%
7.27%
37.55%
11.18%
11.70%
--
--
--
9.97%
3.98%
5.09%
7.84%
33.32%
14.84%
13.37%
13.45%
9.19%
9.05%
10.48%
3.26%
4.19%
5.21%
40.76%
12.20%
11.31%
12.50%
--
--
6.48%
3.91%
5.11%
6.35%
31.53%
12.77%
11.82%
--
--
--
10.15%
As of October 25, 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