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 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
16.76%
39.30%
13.92%
6.18%
8.42%
32.05%
-4.51%
23.97%
16.77%
18.54%
-22.90%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
13.62%
34.39%
15.04%
1.68%
12.80%
25.96%
-7.14%
27.14%
9.97%
25.11%
-21.46%
17.93%
34.06%
11.14%
-0.05%
9.62%
25.27%
-8.61%
32.25%
24.88%
23.13%
-24.61%
17.33%
39.75%
14.60%
6.82%
8.79%
29.25%
-3.18%
36.64%
44.58%
22.22%
-31.85%
16.54%
38.09%
4.57%
1.46%
3.25%
31.22%
5.32%
31.37%
33.28%
27.11%
-29.78%
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
-8.40%
-4.20%
-20.18%
-19.75%
6.39%
6.64%
11.95%
8.70%
--
9.97%
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
-8.93%
-6.39%
-19.90%
-16.25%
5.95%
6.46%
11.37%
8.09%
--
9.27%
-9.59%
-3.38%
-21.26%
-19.00%
8.51%
8.19%
11.15%
7.19%
9.38%
10.18%
-10.81%
-3.75%
-26.30%
-26.02%
10.59%
11.13%
14.07%
10.52%
--
10.56%
-10.10%
-6.84%
-23.26%
-23.16%
9.47%
12.26%
12.64%
9.68%
11.35%
8.29%
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
--
--
--
--
--
As of August 31, 2022