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 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
11.78%
29.30%
12.18%
1.17%
10.23%
20.64%
-4.72%
28.91%
15.23%
30.72%
-7.46%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.98%
15.29%
31.44%
12.91%
0.82%
11.18%
21.09%
-4.55%
30.74%
17.80%
28.02%
-9.31%
15.37%
31.69%
13.04%
0.74%
11.32%
21.09%
-4.95%
30.67%
17.74%
28.02%
-9.30%
15.40%
36.84%
11.26%
4.85%
10.04%
21.13%
-6.02%
29.98%
15.70%
24.95%
-7.34%
--
--
--
--
13.94%
21.22%
-5.65%
30.79%
22.11%
28.26%
-10.88%
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
8.57%
5.25%
-3.06%
-0.45%
17.05%
13.19%
12.89%
9.80%
9.33%
9.16%
11.37%
7.24%
-3.12%
-2.39%
16.60%
13.77%
14.02%
9.94%
10.11%
10.21%
11.31%
7.12%
-3.39%
-2.95%
15.96%
13.23%
13.38%
9.31%
9.50%
9.63%
11.36%
7.10%
-3.37%
-2.91%
15.94%
13.11%
13.36%
9.32%
9.51%
7.06%
11.16%
7.26%
-2.76%
-1.81%
15.14%
12.34%
13.88%
9.57%
9.14%
6.06%
13.85%
7.17%
-4.30%
-4.75%
16.58%
13.63%
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--
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13.73%
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
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--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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As of July 31, 2022