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 18, 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
9.93%
23.77%
3.91%
-3.18%
15.39%
20.64%
-0.92%
25.04%
8.35%
27.70%
-0.77%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
--
26.41%
16.60%
-1.14%
10.61%
14.05%
-3.64%
27.77%
8.33%
25.63%
-5.99%
10.88%
28.26%
12.41%
0.35%
13.14%
20.47%
-4.63%
27.85%
7.50%
25.99%
-3.78%
14.32%
30.37%
8.41%
-5.00%
18.07%
17.05%
-9.35%
26.12%
-4.50%
25.57%
-2.67%
13.66%
27.67%
10.00%
-3.89%
11.28%
17.22%
-6.83%
24.52%
4.20%
24.96%
-3.76%
As of August 18, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.53%
7.94%
4.04%
6.48%
14.46%
14.04%
11.44%
9.22%
--
10.64%
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
9.82%
6.07%
1.42%
1.55%
12.95%
11.37%
11.11%
--
--
11.56%
10.03%
5.94%
2.30%
3.16%
13.16%
12.01%
12.06%
8.99%
9.75%
10.32%
11.78%
7.48%
0.55%
3.81%
9.47%
8.54%
9.78%
7.47%
8.29%
8.49%
9.82%
6.81%
0.41%
0.80%
11.66%
9.89%
9.95%
7.86%
10.31%
9.14%
As of August 18, 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 July 31, 2022