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 November 29, 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
9.90%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
28.33%
-4.14%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.74%
13.60%
36.04%
13.93%
-7.32%
20.16%
11.53%
-20.50%
18.78%
-7.29%
33.15%
-6.80%
29.80%
41.16%
11.06%
-13.42%
19.81%
6.73%
-20.12%
11.84%
-0.48%
37.86%
3.97%
9.16%
37.61%
8.64%
-4.28%
14.93%
18.27%
-13.57%
25.75%
0.41%
35.47%
-8.43%
14.84%
35.46%
12.12%
-8.86%
17.12%
15.58%
-15.44%
16.25%
-4.99%
31.21%
-7.93%
As of November 29, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.84%
3.70%
-1.02%
-0.33%
7.98%
5.14%
8.72%
5.27%
7.51%
8.87%
1.63%
-1.37%
-4.01%
-13.62%
9.77%
10.48%
12.99%
9.02%
9.62%
9.86%
4.12%
0.68%
-6.95%
-4.05%
5.93%
2.37%
7.91%
6.24%
7.95%
7.94%
4.08%
3.99%
-3.13%
7.56%
14.58%
5.58%
8.65%
7.61%
9.17%
10.05%
1.85%
-1.87%
-5.90%
-4.76%
8.31%
6.62%
10.44%
6.48%
8.65%
9.02%
1.83%
0.17%
-4.40%
-4.05%
5.73%
2.90%
8.04%
5.49%
7.63%
7.41%
As of November 29, 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
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--
--
--
--
Capture Ratio
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--
--
--
As of October 31, 2022