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 January 14, 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
15.23%
33.21%
6.55%
-6.80%
18.65%
8.13%
-19.04%
20.48%
5.41%
27.40%
1.20%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-2.11%
13.41%
40.36%
6.75%
-7.17%
23.58%
11.70%
-19.08%
22.31%
0.54%
32.68%
2.47%
--
--
--
-3.54%
24.74%
7.59%
-16.47%
23.95%
-2.42%
34.49%
1.78%
13.94%
31.49%
7.00%
-6.53%
21.84%
12.49%
-18.09%
20.05%
9.46%
30.65%
2.80%
10.84%
33.54%
2.59%
-6.73%
32.01%
13.61%
-18.51%
20.67%
7.55%
28.42%
2.16%
As of January 14, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.72%
4.34%
8.42%
18.25%
14.66%
7.44%
9.66%
6.38%
--
8.26%
0.73%
5.42%
7.33%
24.59%
23.91%
17.58%
16.01%
10.43%
9.45%
10.65%
6.86%
5.34%
10.70%
24.71%
16.27%
8.47%
11.13%
7.92%
--
8.88%
5.83%
6.01%
11.77%
26.01%
16.01%
8.27%
--
--
--
8.62%
7.15%
4.35%
10.66%
24.21%
18.52%
9.94%
11.11%
8.13%
8.79%
10.81%
5.39%
1.99%
7.56%
20.49%
16.38%
9.47%
11.08%
7.54%
9.39%
9.29%
As of January 14, 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 December 31, 2021