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 14, 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
--
--
37.66%
4.24%
-4.92%
20.54%
13.92%
-11.62%
24.74%
19.07%
15.29%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.51%
-4.66%
15.89%
38.28%
4.46%
-4.82%
20.82%
13.97%
-11.45%
24.84%
19.59%
15.36%
-5.09%
14.51%
36.52%
3.21%
-6.14%
19.02%
12.92%
-12.58%
23.56%
17.81%
14.59%
-4.30%
16.06%
38.64%
4.76%
-4.48%
21.18%
14.38%
-11.23%
25.14%
19.48%
15.67%
-3.92%
16.04%
38.75%
4.93%
-4.55%
21.11%
14.47%
-10.98%
25.49%
19.49%
15.95%
As of October 14, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.93%
3.32%
1.29%
40.63%
14.37%
14.09%
--
--
--
13.21%
-0.01%
1.81%
8.35%
29.11%
19.19%
17.98%
16.06%
10.42%
9.41%
10.56%
3.00%
3.42%
1.38%
40.66%
14.63%
14.31%
13.29%
8.47%
9.55%
7.90%
2.87%
3.12%
0.85%
39.38%
13.30%
12.97%
11.94%
7.24%
--
7.46%
2.97%
3.42%
1.51%
41.16%
14.77%
14.55%
13.59%
8.79%
9.87%
9.70%
2.96%
3.49%
1.55%
41.60%
15.00%
14.76%
13.70%
--
--
11.06%
As of October 14, 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