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
17.67%
35.17%
9.10%
-3.31%
14.57%
12.55%
-12.35%
29.57%
3.24%
29.54%
-19.14%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
17.83%
37.43%
15.47%
-5.55%
11.27%
15.76%
-19.69%
22.30%
-0.03%
32.56%
-20.04%
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
28.82%
-17.22%
20.20%
35.30%
10.46%
-7.45%
14.63%
14.04%
-18.44%
30.31%
8.57%
33.76%
-20.56%
25.72%
29.06%
5.34%
-3.58%
10.09%
17.92%
-18.26%
33.11%
7.10%
31.92%
-19.32%
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
-10.09%
-4.76%
-18.05%
-11.12%
4.90%
5.08%
8.90%
6.22%
8.74%
7.45%
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
-10.75%
-5.10%
-19.83%
-13.14%
4.42%
2.32%
7.53%
5.07%
8.08%
7.01%
-9.16%
-4.17%
-17.52%
-10.65%
3.86%
3.95%
8.17%
6.40%
9.01%
10.08%
-13.34%
-6.71%
-21.92%
-14.14%
8.11%
5.02%
8.72%
5.00%
--
6.83%
-12.14%
-7.29%
-20.64%
-11.85%
7.59%
5.38%
8.31%
5.18%
8.69%
9.80%
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