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)
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--
--
--
--
--
--
--
% 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
-3.72%
17.36%
36.25%
13.35%
0.82%
6.03%
30.66%
2.03%
36.04%
38.07%
18.80%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.52%
0.68%
13.59%
36.25%
9.36%
5.64%
3.84%
31.27%
0.16%
33.92%
49.02%
20.30%
-3.27%
19.75%
29.90%
13.61%
8.58%
0.57%
27.34%
-4.41%
35.48%
33.72%
24.94%
0.89%
15.36%
33.63%
15.82%
1.63%
5.19%
31.26%
-4.01%
28.47%
27.13%
22.53%
-1.39%
16.24%
35.26%
7.70%
6.29%
1.45%
29.56%
1.58%
36.31%
30.31%
20.25%
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
2.77%
4.07%
11.68%
26.03%
26.90%
24.60%
19.13%
13.28%
9.81%
9.92%
4.59%
4.75%
9.78%
34.40%
20.16%
18.47%
16.21%
10.59%
9.64%
10.64%
3.25%
4.02%
12.20%
32.52%
29.25%
25.88%
19.29%
13.43%
10.43%
12.51%
3.44%
4.08%
12.36%
35.02%
26.25%
22.40%
18.01%
12.10%
9.58%
10.45%
3.57%
3.85%
9.42%
32.58%
21.77%
20.95%
16.98%
11.48%
--
12.33%
2.66%
4.34%
12.44%
27.07%
25.11%
22.62%
17.62%
12.96%
10.31%
11.63%
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