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 18, 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
--
--
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
23.39%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.81%
-0.37%
17.71%
34.08%
10.14%
8.88%
4.76%
31.40%
-3.45%
30.46%
30.42%
14.36%
-9.83%
14.22%
34.86%
7.49%
8.85%
-0.39%
29.42%
2.47%
29.76%
45.10%
16.31%
-4.20%
16.78%
35.57%
12.79%
0.26%
5.55%
30.01%
1.52%
35.35%
37.39%
16.94%
-7.88%
22.86%
30.78%
7.63%
11.42%
1.51%
28.39%
0.52%
35.66%
37.88%
20.27%
As of October 18, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.89%
4.28%
12.71%
30.94%
28.45%
24.16%
--
--
--
18.88%
1.30%
4.04%
7.94%
30.69%
19.59%
18.16%
16.17%
10.50%
9.59%
10.59%
0.09%
0.83%
4.77%
19.35%
22.42%
19.13%
17.15%
10.52%
9.23%
8.77%
-0.54%
4.53%
10.25%
26.32%
25.90%
23.19%
17.38%
12.99%
10.12%
0.62%
-0.06%
3.82%
9.15%
22.25%
25.66%
23.78%
18.37%
12.62%
9.23%
9.33%
-1.36%
4.19%
9.67%
29.53%
27.09%
23.73%
18.56%
13.01%
11.54%
12.47%
As of October 18, 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