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 November 25, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
17.08%
37.74%
9.54%
-0.69%
9.14%
15.28%
-8.77%
23.15%
-1.14%
28.58%
-1.27%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-14.29%
16.33%
33.13%
11.65%
-3.98%
15.60%
14.25%
-10.59%
22.60%
-1.86%
30.49%
-4.60%
--
--
--
--
--
--
-14.03%
27.34%
-1.76%
29.26%
-2.17%
15.36%
31.01%
8.80%
-5.16%
21.11%
15.24%
-9.97%
21.42%
2.57%
27.12%
2.10%
17.80%
33.66%
14.50%
-3.50%
16.32%
15.88%
-7.53%
24.16%
4.43%
28.30%
-3.49%
As of November 25, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.14%
1.62%
4.10%
1.81%
8.82%
7.80%
10.54%
6.17%
7.38%
6.14%
4.52%
-3.69%
2.07%
-12.99%
10.50%
11.07%
13.24%
9.29%
9.74%
9.92%
7.08%
0.55%
2.98%
-2.07%
7.77%
6.89%
9.99%
6.52%
8.02%
6.72%
7.68%
2.35%
5.02%
-0.47%
8.32%
7.22%
--
--
--
7.34%
7.30%
1.86%
1.41%
3.40%
11.18%
8.80%
10.97%
6.91%
8.39%
8.36%
6.76%
1.18%
1.58%
-1.41%
9.82%
9.16%
11.71%
7.70%
--
6.94%
As of November 25, 2022. 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 October 31, 2022