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 19, 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
-4.82%
19.63%
31.54%
10.60%
-3.41%
24.54%
11.79%
-10.48%
19.75%
10.03%
22.89%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
21.70%
2.17%
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
26.17%
-0.52%
16.66%
30.26%
16.55%
-1.36%
23.07%
11.79%
-12.84%
29.12%
1.88%
18.88%
-0.21%
16.55%
30.34%
16.63%
-1.41%
23.29%
12.08%
-12.19%
30.23%
2.62%
19.57%
0.62%
18.57%
39.49%
13.29%
2.06%
15.25%
15.64%
-14.74%
30.14%
5.91%
23.89%
As of October 19, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.07%
8.45%
4.61%
41.61%
12.95%
11.91%
13.31%
9.40%
11.13%
11.54%
2.05%
6.50%
9.32%
33.84%
19.89%
18.28%
16.40%
10.55%
9.60%
10.61%
4.36%
7.79%
5.15%
44.54%
12.92%
11.00%
13.11%
9.00%
10.94%
12.13%
2.95%
5.87%
2.99%
33.54%
11.86%
10.51%
13.24%
9.62%
--
10.62%
2.98%
5.99%
3.28%
34.57%
12.72%
11.21%
13.62%
9.93%
--
10.09%
4.60%
8.57%
5.48%
44.08%
14.63%
12.31%
14.73%
11.26%
11.92%
10.49%
As of October 19, 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