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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 14, 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
2.65%
17.17%
35.66%
18.46%
8.82%
6.42%
31.96%
-0.69%
38.51%
47.93%
16.78%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.51%
2.10%
16.82%
34.79%
17.52%
8.30%
5.58%
30.91%
-1.64%
37.17%
46.43%
16.08%
0.64%
14.55%
32.52%
15.71%
6.35%
4.07%
29.12%
-2.73%
35.22%
43.58%
14.51%
2.27%
19.75%
41.44%
18.67%
1.65%
8.18%
32.42%
-0.27%
39.01%
48.44%
17.20%
2.98%
17.96%
36.44%
18.34%
8.59%
5.92%
30.57%
-1.67%
37.58%
47.86%
16.84%
As of October 14, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.16%
0.99%
9.01%
25.61%
28.43%
25.99%
20.71%
15.65%
12.50%
7.65%
-0.01%
1.81%
8.35%
29.11%
19.19%
17.98%
16.06%
10.42%
9.41%
10.56%
-2.24%
0.79%
8.59%
24.58%
27.23%
24.87%
19.82%
14.97%
11.84%
13.12%
-2.38%
0.44%
7.81%
22.50%
25.17%
22.99%
17.91%
13.23%
10.36%
4.86%
-2.13%
1.13%
9.29%
26.17%
28.96%
26.48%
21.12%
14.94%
--
13.73%
-2.22%
0.95%
8.90%
25.77%
28.57%
25.27%
20.49%
15.61%
12.55%
6.37%
As of October 14, 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