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 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
16.45%
44.49%
9.73%
-10.37%
24.06%
11.52%
-18.58%
15.46%
3.86%
31.97%
-5.62%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
10.52%
26.22%
9.25%
-3.58%
19.03%
14.20%
-13.17%
30.57%
-1.28%
19.71%
-2.12%
--
--
7.91%
0.74%
18.56%
10.47%
-10.31%
25.82%
-1.76%
31.29%
-7.92%
--
30.71%
6.53%
-3.28%
20.87%
10.72%
-11.42%
24.71%
-0.66%
26.29%
-3.85%
14.12%
38.05%
11.85%
-5.99%
11.14%
17.71%
-10.54%
31.69%
-2.37%
27.57%
-0.59%
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
11.15%
3.50%
-0.27%
2.60%
12.61%
6.56%
9.50%
8.15%
10.73%
11.04%
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
9.72%
2.09%
0.56%
3.42%
8.64%
7.54%
9.30%
7.29%
9.57%
10.83%
11.75%
1.18%
-5.60%
-0.74%
10.06%
7.59%
--
--
--
7.77%
8.38%
0.77%
-1.94%
2.36%
10.83%
8.08%
9.48%
--
--
9.99%
9.07%
2.65%
1.27%
6.69%
10.65%
9.70%
11.49%
7.54%
11.15%
8.01%
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