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 15, 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
2.42%
17.14%
35.06%
17.84%
8.59%
5.93%
31.21%
-1.37%
37.53%
46.78%
17.03%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
1.64%
15.72%
33.91%
16.87%
7.45%
5.12%
30.41%
-1.75%
36.58%
45.00%
16.12%
1.98%
19.66%
41.10%
18.44%
1.43%
7.94%
32.09%
-0.64%
38.56%
47.96%
17.59%
2.90%
17.46%
36.00%
18.75%
9.09%
6.68%
32.29%
-0.44%
38.86%
48.30%
17.77%
3.67%
18.53%
36.96%
18.96%
9.16%
6.44%
31.25%
-1.22%
38.26%
48.59%
18.06%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.36%
2.22%
7.68%
26.60%
28.35%
25.33%
20.20%
15.32%
12.23%
13.44%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
-2.45%
2.05%
7.31%
25.42%
27.21%
24.38%
19.18%
14.42%
11.57%
5.94%
-2.30%
2.40%
8.02%
27.45%
29.31%
26.23%
20.88%
14.73%
--
13.55%
-2.29%
2.42%
8.11%
27.64%
29.57%
26.47%
21.09%
15.99%
12.86%
7.96%
-2.35%
2.41%
8.08%
28.07%
29.99%
26.06%
21.17%
16.22%
13.14%
6.86%
As of October 15, 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
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--
--
--
--
As of September 30, 2021