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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 12, 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
15.91%
3.46%
30.18%
5.23%
5.91%
7.45%
-3.99%
33.01%
-2.57%
42.47%
-9.46%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-11.37%
17.49%
4.72%
32.48%
7.62%
8.00%
8.09%
-4.29%
31.53%
-1.75%
42.07%
-10.62%
19.55%
1.71%
28.13%
4.62%
4.38%
12.30%
-4.04%
31.09%
1.33%
39.41%
-14.03%
15.72%
3.09%
30.18%
5.00%
5.61%
7.09%
-4.19%
32.92%
-2.90%
42.62%
-9.55%
42.99%
27.48%
16.93%
-4.42%
-1.75%
31.42%
-22.04%
44.44%
44.28%
24.36%
-19.12%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.97%
9.86%
0.87%
1.48%
9.30%
10.86%
10.20%
8.14%
11.35%
11.79%
11.10%
7.80%
-5.84%
-7.64%
11.94%
9.76%
10.31%
6.26%
8.44%
7.58%
11.23%
9.66%
-0.22%
0.03%
9.33%
10.44%
10.90%
8.83%
10.49%
10.03%
11.51%
6.42%
-4.31%
-3.81%
8.29%
10.02%
9.61%
7.49%
--
10.46%
11.05%
9.83%
0.79%
1.42%
9.15%
10.71%
9.99%
7.96%
11.16%
11.59%
12.74%
7.76%
-12.78%
-13.44%
18.81%
13.30%
13.47%
--
--
14.46%
As of August 12, 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