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 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
8.25%
13.58%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
7.46%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
17.13%
13.02%
7.04%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
6.00%
8.31%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
10.67%
18.92%
1.94%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
6.05%
25.15%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
13.37%
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
0.47%
1.80%
2.09%
8.05%
12.43%
10.82%
11.93%
8.12%
9.69%
12.41%
0.68%
3.32%
6.22%
29.43%
16.63%
14.87%
12.35%
7.58%
8.14%
8.15%
-0.55%
0.67%
-1.21%
9.38%
7.70%
10.58%
10.81%
7.97%
8.22%
8.89%
0.50%
0.35%
-0.43%
15.28%
6.93%
7.22%
7.73%
6.62%
7.39%
7.59%
-0.76%
-0.95%
-1.70%
5.88%
9.23%
9.52%
10.61%
8.13%
--
9.70%
2.83%
0.10%
1.38%
15.96%
5.84%
5.69%
8.59%
8.30%
8.27%
9.19%
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