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
9.40%
47.04%
3.82%
-5.68%
5.79%
28.03%
5.87%
34.38%
42.68%
4.15%
-27.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
10.99%
40.66%
6.67%
-4.03%
11.66%
16.52%
-5.46%
29.60%
47.34%
11.27%
-31.61%
14.22%
40.50%
5.15%
-4.21%
10.47%
25.49%
-5.10%
36.46%
50.55%
6.79%
-29.73%
14.80%
37.46%
4.91%
-1.55%
12.39%
18.00%
-16.44%
24.97%
25.99%
4.21%
-27.48%
12.80%
46.94%
5.60%
-4.12%
7.43%
24.15%
-4.68%
34.27%
39.98%
9.93%
-29.48%
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
-8.53%
0.12%
-17.33%
-24.43%
6.61%
10.07%
11.17%
7.17%
9.96%
9.04%
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
-7.83%
-0.44%
-21.28%
-29.64%
8.27%
6.97%
9.78%
7.72%
10.10%
12.65%
-8.43%
-1.39%
-20.90%
-29.09%
8.34%
9.15%
11.15%
7.25%
10.36%
8.65%
-8.97%
-1.41%
-20.97%
-25.56%
1.55%
0.53%
6.53%
5.92%
8.24%
7.67%
-8.24%
0.14%
-21.13%
-27.06%
5.92%
8.00%
10.59%
7.34%
9.94%
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