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 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
-0.44%
14.84%
37.32%
15.14%
-6.42%
21.39%
12.64%
-19.70%
20.05%
-6.25%
30.90%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-5.69%
11.24%
33.46%
15.17%
-6.17%
16.43%
13.12%
-19.29%
28.27%
2.13%
23.83%
-5.62%
13.40%
29.37%
6.99%
-0.26%
18.89%
17.11%
-15.33%
29.03%
0.05%
24.32%
-2.64%
11.14%
26.09%
8.77%
-3.47%
19.03%
13.94%
-13.63%
30.35%
-0.92%
14.51%
-6.82%
21.40%
36.72%
11.55%
-6.52%
15.93%
15.32%
-17.54%
31.73%
9.86%
30.77%
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
2.98%
5.31%
5.51%
56.74%
8.54%
8.50%
11.13%
7.93%
9.07%
9.32%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
2.34%
4.54%
6.09%
35.92%
12.52%
10.11%
11.11%
7.26%
8.70%
10.43%
2.12%
4.87%
4.87%
44.60%
12.01%
11.90%
11.95%
--
--
8.66%
0.82%
1.66%
1.03%
28.04%
9.63%
9.40%
10.19%
7.87%
--
10.12%
2.85%
5.42%
6.48%
57.10%
17.71%
14.14%
14.06%
8.43%
--
9.55%
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
--
--
--
--
--
As of September 30, 2021