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)
--
--
--
--
--
--
--
--
As of October 14, 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
-4.09%
15.36%
31.01%
8.80%
-5.16%
21.11%
15.24%
-9.97%
21.42%
2.57%
21.58%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.51%
2.46%
17.80%
33.66%
14.50%
-3.50%
16.32%
15.88%
-7.53%
24.16%
4.43%
22.39%
2.02%
17.08%
37.74%
9.54%
-0.69%
9.14%
15.28%
-8.77%
23.15%
-1.14%
20.63%
-4.05%
21.13%
39.54%
8.38%
-3.51%
18.19%
18.37%
-11.98%
24.83%
-2.03%
21.78%
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--
--
--
--
--
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4.70%
22.73%
As of October 14, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.50%
2.87%
4.32%
38.13%
11.10%
11.62%
11.87%
7.21%
7.17%
8.40%
-0.01%
1.81%
8.35%
29.11%
19.19%
17.98%
16.06%
10.42%
9.41%
10.56%
2.01%
2.68%
5.77%
37.87%
13.58%
13.23%
13.67%
--
--
7.41%
1.26%
2.26%
5.78%
32.18%
10.36%
11.12%
11.92%
5.85%
6.59%
6.21%
2.19%
2.29%
4.38%
39.37%
9.99%
11.36%
12.92%
7.09%
7.69%
6.68%
1.96%
2.74%
5.94%
38.29%
--
--
--
--
--
16.32%
As of October 14, 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