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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of December 01, 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
13.10%
47.69%
-2.48%
1.03%
8.45%
21.14%
-4.21%
28.19%
35.34%
6.91%
-21.49%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-13.17%
12.56%
48.23%
0.05%
-1.93%
8.04%
41.49%
-4.61%
37.48%
59.60%
-5.80%
-27.94%
11.26%
40.98%
6.97%
-3.83%
11.97%
16.81%
-5.21%
29.90%
47.69%
11.54%
-22.25%
14.59%
43.49%
5.78%
-1.24%
11.54%
22.28%
-9.21%
28.66%
34.82%
2.88%
-21.32%
14.64%
41.14%
5.69%
-3.83%
10.97%
26.08%
-4.66%
37.09%
51.09%
7.32%
-21.74%
As of December 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.15%
5.83%
8.56%
-18.01%
5.23%
7.18%
10.61%
8.99%
10.75%
8.63%
5.95%
3.23%
0.27%
-8.20%
10.88%
11.00%
13.33%
9.18%
9.79%
9.96%
0.12%
-3.01%
0.99%
-24.47%
3.20%
7.86%
12.42%
9.00%
10.82%
10.46%
2.88%
7.05%
5.27%
-18.52%
9.40%
9.46%
12.05%
9.15%
9.78%
13.36%
1.28%
2.66%
5.53%
-18.80%
3.74%
5.13%
10.36%
--
--
10.65%
2.48%
3.20%
3.14%
-17.56%
9.43%
10.99%
13.03%
8.63%
11.11%
9.53%
As of December 01, 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
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As of October 31, 2022