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 21, 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
3.67%
18.53%
36.96%
18.96%
9.16%
6.44%
31.25%
-1.22%
38.26%
48.59%
20.69%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.52%
2.16%
16.85%
34.72%
17.45%
8.22%
5.67%
30.93%
-1.61%
37.17%
46.41%
19.41%
2.90%
17.46%
36.00%
18.75%
9.09%
6.68%
32.29%
-0.44%
38.86%
48.30%
20.44%
1.98%
19.66%
41.10%
18.44%
1.43%
7.94%
32.09%
-0.64%
38.56%
47.96%
20.24%
0.64%
14.55%
32.52%
15.71%
6.35%
4.07%
29.12%
-2.73%
35.22%
43.58%
17.75%
As of October 21, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.99%
4.39%
11.23%
33.53%
30.70%
26.40%
21.60%
16.46%
13.39%
6.96%
4.59%
4.75%
9.78%
34.40%
20.16%
18.47%
16.21%
10.59%
9.64%
10.64%
2.97%
4.13%
10.70%
31.71%
28.75%
25.36%
20.33%
15.27%
12.20%
13.23%
3.08%
4.41%
11.30%
33.17%
30.32%
26.82%
21.55%
16.25%
13.13%
8.06%
3.06%
4.38%
11.18%
32.94%
30.03%
26.57%
21.27%
14.72%
--
13.68%
2.80%
3.74%
9.88%
29.51%
26.65%
23.47%
18.43%
13.52%
10.70%
5.00%
As of October 21, 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