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 15, 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
-3.16%
16.35%
31.36%
12.47%
-1.74%
24.06%
11.12%
-14.34%
30.67%
3.52%
22.66%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-3.02%
16.21%
33.73%
6.57%
-4.73%
20.96%
12.05%
-13.08%
29.05%
0.56%
21.14%
-2.73%
9.99%
25.62%
8.75%
-4.09%
18.43%
13.65%
-13.58%
29.85%
-1.74%
14.15%
-2.98%
10.79%
25.81%
8.44%
-3.69%
18.76%
13.63%
-13.82%
30.05%
-1.21%
14.30%
-1.22%
15.89%
29.34%
15.76%
-2.07%
22.17%
11.02%
-13.44%
28.24%
1.12%
18.10%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.25%
2.94%
2.94%
40.94%
13.49%
11.87%
13.26%
9.54%
--
9.93%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
2.14%
4.10%
4.86%
34.66%
12.09%
11.09%
11.72%
7.47%
--
7.98%
0.83%
1.56%
0.72%
27.44%
9.09%
8.98%
9.68%
7.31%
9.14%
10.72%
0.80%
1.56%
0.89%
27.66%
9.35%
9.13%
9.91%
7.56%
--
9.80%
1.84%
2.68%
2.76%
31.04%
11.09%
9.91%
12.35%
8.89%
--
9.85%
As of October 15, 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