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 21, 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
-4.19%
13.63%
39.46%
6.63%
-0.24%
19.57%
14.73%
-12.18%
23.49%
12.50%
24.69%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.52%
-4.45%
15.53%
38.03%
4.38%
-5.03%
20.56%
13.65%
-11.68%
24.57%
18.93%
16.36%
-1.60%
18.24%
38.52%
7.94%
-4.02%
21.17%
15.17%
-10.83%
25.96%
15.84%
17.70%
4.40%
20.67%
45.56%
6.05%
-8.75%
16.18%
9.19%
-16.26%
16.73%
16.98%
35.51%
-0.87%
17.48%
32.40%
-0.16%
-5.00%
28.51%
13.01%
-11.57%
25.47%
12.14%
25.47%
As of October 21, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.74%
4.64%
5.48%
54.30%
15.30%
14.46%
13.87%
8.82%
--
11.32%
4.59%
4.75%
9.78%
34.40%
20.16%
18.47%
16.21%
10.59%
9.64%
10.64%
5.03%
2.85%
2.56%
43.32%
14.71%
14.09%
13.13%
--
--
10.50%
5.77%
4.00%
3.54%
41.37%
14.78%
14.47%
14.34%
9.74%
--
9.83%
4.91%
1.92%
3.11%
64.93%
15.40%
13.73%
12.77%
--
--
10.63%
7.50%
7.89%
9.81%
50.16%
15.96%
15.03%
13.29%
9.47%
11.41%
11.74%
As of October 21, 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