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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--
--
--
--
--
--
--
As of January 19, 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
13.36%
37.55%
9.38%
-6.45%
17.86%
7.88%
-8.24%
23.44%
2.65%
21.84%
2.12%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-4.84%
19.34%
30.27%
10.42%
-0.30%
7.71%
16.25%
-4.61%
33.10%
1.48%
24.27%
-1.64%
12.51%
34.08%
13.06%
-6.04%
22.83%
15.76%
-14.94%
22.23%
-6.21%
31.14%
1.89%
--
--
--
-4.34%
9.83%
21.15%
-9.83%
26.36%
6.70%
28.30%
-1.51%
16.14%
35.52%
14.19%
-2.16%
21.74%
17.42%
-15.43%
27.06%
10.28%
23.46%
3.28%
As of January 19, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.61%
2.93%
10.85%
18.94%
13.76%
9.26%
10.67%
6.59%
7.33%
10.95%
-1.81%
0.64%
7.17%
21.01%
21.37%
17.02%
15.45%
10.22%
9.35%
10.55%
1.87%
0.35%
8.54%
19.85%
15.55%
12.64%
12.44%
8.88%
--
9.32%
4.97%
4.57%
12.53%
25.93%
11.70%
8.64%
11.02%
6.52%
6.99%
6.56%
0.81%
-0.30%
6.98%
18.40%
16.52%
13.18%
--
--
--
10.18%
7.61%
5.31%
12.54%
19.93%
17.79%
12.00%
13.57%
8.09%
8.06%
8.64%
As of January 19, 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
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of December 31, 2021