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 20, 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
10.95%
16.77%
0.95%
31.10%
3.05%
4.48%
4.12%
-7.02%
30.32%
-3.90%
29.39%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.40%
11.10%
17.18%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
28.11%
9.23%
15.79%
2.42%
30.74%
4.32%
5.29%
4.45%
-6.02%
27.67%
-3.13%
29.40%
8.85%
16.78%
3.68%
31.92%
3.91%
5.58%
8.73%
-4.61%
30.73%
-3.51%
29.45%
7.81%
16.26%
0.33%
23.43%
2.69%
3.65%
11.19%
-5.62%
31.13%
-1.76%
29.06%
As of October 20, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.94%
2.82%
13.69%
40.21%
16.11%
9.28%
11.13%
6.40%
10.72%
9.83%
3.45%
5.08%
8.72%
31.77%
17.09%
15.08%
12.57%
7.62%
8.22%
8.19%
2.72%
2.04%
12.87%
35.07%
13.60%
8.31%
10.47%
5.34%
9.82%
10.08%
2.71%
3.05%
14.15%
36.10%
15.61%
9.41%
11.35%
5.03%
8.81%
9.15%
3.45%
2.89%
13.82%
39.05%
16.29%
11.09%
12.51%
7.55%
11.81%
11.56%
2.41%
1.89%
12.26%
34.88%
17.27%
11.51%
11.38%
7.43%
--
11.16%
As of October 20, 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