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 October 25, 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
-9.95%
11.29%
36.95%
3.90%
-3.58%
22.75%
7.82%
-18.12%
20.66%
-6.75%
39.83%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.97%
-1.95%
7.94%
34.68%
4.70%
-7.61%
25.31%
7.95%
-12.05%
20.13%
-3.68%
29.30%
-4.72%
19.42%
35.31%
3.36%
-8.35%
29.09%
2.30%
-14.67%
18.20%
5.28%
32.01%
-5.03%
17.09%
35.19%
2.85%
-7.73%
26.21%
10.80%
-14.82%
21.25%
1.44%
33.70%
-3.59%
12.86%
39.64%
6.23%
-7.63%
23.03%
11.26%
-19.41%
21.79%
0.00%
31.49%
As of October 25, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.23%
8.93%
8.69%
60.79%
12.04%
10.09%
10.11%
6.88%
8.17%
8.69%
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
5.60%
7.95%
5.26%
48.92%
11.29%
10.47%
9.99%
5.98%
--
5.91%
5.35%
8.08%
5.22%
57.23%
13.82%
10.70%
11.57%
6.99%
8.96%
10.06%
5.62%
7.87%
5.32%
59.40%
14.22%
12.41%
11.79%
6.76%
--
8.52%
6.22%
8.55%
3.74%
62.17%
12.79%
10.79%
11.21%
7.34%
--
8.29%
As of October 25, 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