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)
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--
--
--
--
--
--
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As of November 29, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
19.57%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
29.12%
-5.61%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.74%
15.14%
37.57%
15.16%
-6.21%
21.55%
12.78%
-19.55%
20.16%
-6.17%
34.86%
-5.78%
14.33%
30.07%
11.45%
-3.77%
16.29%
6.76%
-14.66%
22.65%
2.46%
28.58%
-9.67%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.75%
27.20%
1.55%
37.07%
-7.50%
18.18%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
30.13%
-7.33%
As of November 29, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.76%
2.37%
-2.50%
-2.57%
7.68%
6.26%
9.67%
7.86%
9.58%
10.97%
1.63%
-1.37%
-4.01%
-13.62%
9.77%
10.48%
12.99%
9.02%
9.62%
9.86%
4.18%
1.02%
-6.39%
-2.92%
7.21%
3.60%
9.18%
7.23%
8.71%
8.56%
3.13%
1.92%
-3.03%
-6.50%
7.00%
4.57%
8.29%
5.63%
7.30%
9.84%
1.95%
-1.58%
-5.39%
-3.68%
9.54%
7.79%
11.46%
7.40%
9.56%
9.89%
3.34%
1.57%
-3.39%
-4.08%
8.94%
7.85%
10.77%
8.12%
9.40%
8.54%
As of November 29, 2022. 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
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--
--
--
--
Capture Ratio
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--
--
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--
As of October 31, 2022