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 October 15, 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
-6.56%
7.59%
34.52%
-1.08%
-5.45%
30.14%
14.81%
-14.54%
27.47%
10.15%
24.67%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
20.40%
-0.32%
15.22%
37.22%
6.06%
-6.47%
23.21%
11.06%
-15.00%
21.76%
0.90%
21.77%
-3.39%
16.11%
48.45%
4.16%
-7.26%
23.16%
12.19%
-16.25%
27.35%
1.19%
23.30%
-3.16%
14.95%
36.72%
8.24%
-5.59%
18.61%
7.66%
-16.18%
19.52%
10.16%
28.17%
-4.51%
14.08%
37.99%
7.94%
-1.02%
19.32%
5.49%
-15.51%
23.69%
8.08%
21.94%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.58%
4.26%
2.19%
54.78%
14.87%
14.22%
12.16%
8.48%
7.66%
7.91%
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
3.81%
6.08%
1.73%
46.95%
9.36%
9.82%
11.41%
7.59%
9.39%
9.66%
3.75%
4.27%
2.30%
44.15%
10.59%
10.98%
12.64%
8.00%
8.17%
7.35%
2.37%
6.11%
3.91%
49.20%
13.06%
11.53%
11.55%
7.18%
7.95%
6.59%
3.67%
5.72%
5.17%
44.46%
12.59%
10.15%
11.65%
9.15%
9.17%
8.70%
As of October 15, 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
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--
--
--
--
As of September 30, 2021