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 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
12.11%
31.45%
10.84%
-0.49%
13.03%
19.81%
-3.26%
25.20%
7.44%
28.15%
-6.01%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
15.84%
31.97%
13.39%
1.07%
11.78%
21.43%
-4.56%
31.14%
18.14%
28.32%
-9.43%
15.71%
32.06%
13.33%
1.08%
11.66%
21.48%
-4.72%
31.14%
18.12%
28.23%
-9.49%
--
--
--
--
--
--
-3.75%
27.92%
9.79%
28.14%
-8.71%
17.14%
31.50%
8.96%
3.38%
12.54%
23.37%
-6.60%
27.60%
14.99%
22.73%
-11.17%
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
8.58%
4.83%
-1.10%
1.51%
12.78%
11.57%
12.09%
8.16%
8.89%
9.69%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
12.20%
9.33%
-2.44%
-2.81%
15.69%
13.64%
13.70%
9.44%
10.01%
8.02%
12.17%
9.30%
-2.53%
-2.90%
15.63%
13.55%
13.66%
9.38%
9.95%
6.68%
12.06%
9.32%
-1.99%
-2.90%
12.23%
11.73%
--
--
--
11.56%
11.70%
7.28%
-4.90%
-6.54%
12.60%
10.53%
12.43%
8.55%
10.40%
12.23%
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
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--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
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As of July 31, 2022