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 August 15, 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
15.25%
28.70%
15.14%
-2.52%
21.57%
10.47%
-13.84%
27.52%
0.68%
21.83%
0.64%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.98%
20.20%
35.30%
10.46%
-7.45%
14.63%
14.04%
-18.44%
30.31%
8.57%
33.76%
-2.48%
11.35%
33.50%
11.20%
-0.02%
19.76%
14.76%
-10.95%
27.40%
6.96%
30.50%
-0.78%
--
--
--
1.13%
15.04%
8.43%
-9.11%
23.53%
3.01%
24.69%
0.69%
17.67%
35.17%
9.10%
-3.31%
14.57%
12.55%
-12.35%
29.57%
3.24%
29.54%
-4.62%
As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.38%
2.63%
-0.26%
4.86%
12.29%
7.93%
10.72%
8.28%
--
9.11%
11.37%
7.24%
-3.12%
-2.39%
16.60%
13.77%
14.02%
9.94%
10.11%
10.21%
14.73%
4.97%
-2.26%
2.21%
18.81%
9.96%
11.28%
6.98%
--
8.05%
11.25%
4.31%
-0.01%
2.36%
15.99%
11.44%
12.77%
10.23%
10.94%
11.26%
8.68%
2.74%
0.78%
4.00%
12.79%
8.66%
--
--
--
8.84%
12.06%
4.70%
-3.01%
1.48%
13.47%
9.31%
11.02%
7.96%
9.14%
8.34%
As of August 15, 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 July 31, 2022