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 September 30, 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
13.83%
33.05%
11.33%
-0.22%
9.68%
21.40%
-5.81%
28.47%
19.28%
27.94%
-26.10%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
14.82%
30.88%
12.50%
0.35%
10.81%
20.55%
-5.33%
30.14%
17.16%
27.32%
-24.42%
14.77%
31.03%
12.53%
0.32%
10.97%
20.57%
-5.32%
30.21%
17.29%
27.50%
-24.39%
15.71%
32.09%
13.41%
1.22%
11.68%
21.55%
-4.52%
31.31%
18.34%
28.48%
-23.96%
--
--
--
--
--
--
-5.50%
27.25%
20.90%
24.29%
-20.19%
As of September 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-9.76%
-5.51%
-22.55%
-18.31%
6.92%
7.57%
10.40%
6.10%
8.51%
6.33%
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
-9.93%
-5.13%
-21.81%
-16.30%
7.03%
8.11%
10.55%
6.91%
8.71%
5.55%
-9.97%
-5.12%
-21.81%
-16.27%
7.15%
8.20%
10.61%
6.99%
8.81%
8.69%
-9.91%
-4.90%
-21.49%
-15.59%
8.02%
9.09%
11.50%
7.86%
9.62%
9.28%
-6.25%
-1.98%
-15.77%
-12.24%
9.31%
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--
--
--
7.77%
As of September 30, 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
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--
--
--
As of August 31, 2022