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)
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--
--
--
--
--
--
--
% 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
0.69%
17.58%
40.30%
8.52%
10.18%
1.76%
34.12%
-0.23%
29.97%
32.73%
16.31%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
0.68%
13.59%
36.25%
9.36%
5.64%
3.84%
31.27%
0.16%
33.92%
49.02%
19.48%
-3.27%
19.75%
29.90%
13.61%
8.58%
0.57%
27.34%
-4.41%
35.48%
33.72%
24.25%
0.89%
15.36%
33.63%
15.82%
1.63%
5.19%
31.26%
-4.01%
28.47%
27.13%
22.01%
-1.39%
16.24%
35.26%
7.70%
6.29%
1.45%
29.56%
1.58%
36.31%
30.31%
19.75%
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
1.13%
0.65%
9.41%
22.56%
23.11%
21.50%
18.29%
12.62%
9.75%
8.74%
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
1.49%
2.32%
12.46%
31.89%
28.81%
25.71%
19.21%
13.38%
10.31%
12.49%
2.15%
2.67%
12.65%
34.50%
25.90%
22.26%
17.95%
12.05%
9.46%
10.43%
2.33%
2.83%
10.09%
32.48%
21.46%
20.85%
16.93%
11.45%
--
12.30%
1.37%
2.95%
12.47%
26.99%
24.80%
22.52%
17.57%
12.93%
10.20%
11.62%
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