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 October 22, 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
16.80%
0.44%
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
7.16%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
18.53%
7.26%
3.46%
19.48%
8.05%
-9.05%
16.20%
8.04%
-2.74%
17.69%
-3.98%
12.03%
18.85%
5.08%
13.19%
24.54%
-7.84%
17.13%
10.02%
2.19%
26.16%
-2.41%
9.51%
7.19%
12.38%
25.34%
19.69%
-13.28%
14.79%
12.98%
0.68%
26.09%
3.50%
9.60%
11.89%
5.99%
19.16%
20.32%
-11.60%
12.63%
16.46%
7.52%
21.10%
-1.27%
8.82%
As of October 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.19%
3.16%
0.22%
6.04%
5.41%
6.82%
7.60%
5.76%
4.81%
4.21%
2.62%
3.79%
8.54%
32.01%
17.31%
15.14%
12.32%
7.62%
8.17%
8.20%
3.34%
3.73%
1.71%
15.33%
6.52%
6.74%
6.76%
5.67%
6.50%
6.74%
2.72%
3.98%
2.16%
7.63%
9.82%
9.08%
9.70%
7.92%
8.71%
7.49%
3.58%
5.72%
4.83%
10.03%
12.05%
10.38%
10.89%
7.15%
8.70%
11.77%
3.66%
5.74%
2.93%
10.51%
7.79%
10.35%
9.80%
7.04%
7.32%
7.89%
As of October 22, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
--
As of September 30, 2021