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 17, 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
19.73%
36.61%
10.68%
5.64%
5.56%
25.44%
-6.54%
31.68%
34.03%
12.07%
-20.42%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
14.14%
31.57%
8.75%
0.32%
7.14%
24.84%
-7.73%
29.02%
40.63%
11.86%
-17.37%
9.97%
30.57%
4.94%
3.47%
2.47%
23.30%
-2.82%
30.40%
31.40%
24.13%
-19.71%
11.71%
32.17%
7.98%
1.54%
5.82%
25.47%
-6.51%
33.80%
39.71%
12.89%
-18.78%
18.71%
36.72%
5.34%
0.67%
7.53%
22.58%
-4.45%
37.33%
33.27%
16.04%
-13.76%
As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
12.57%
7.54%
-7.30%
-16.25%
7.54%
10.05%
12.15%
10.16%
12.39%
9.21%
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
15.84%
12.76%
-2.87%
-16.64%
11.70%
11.72%
11.67%
10.42%
11.24%
10.42%
16.96%
13.35%
-2.95%
-14.86%
11.79%
13.03%
11.49%
9.82%
10.48%
9.14%
14.11%
8.93%
-6.02%
-17.08%
10.43%
12.82%
12.07%
9.26%
10.87%
11.83%
12.62%
9.27%
-1.00%
-9.95%
13.02%
14.10%
13.27%
10.49%
--
10.79%
As of August 17, 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