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 15, 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
5.32%
17.68%
14.35%
-3.39%
12.96%
4.80%
-7.20%
23.09%
7.37%
20.94%
-3.39%
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-3.54%
12.18%
17.83%
6.78%
-11.13%
24.24%
6.71%
-11.40%
19.94%
5.50%
25.11%
1.46%
8.17%
22.28%
13.43%
-1.91%
9.98%
4.86%
-5.06%
17.22%
10.00%
23.19%
-3.53%
5.41%
17.80%
14.42%
-3.37%
12.96%
4.83%
-7.17%
23.10%
7.36%
20.92%
-3.38%
13.76%
19.75%
9.16%
-9.61%
20.36%
3.76%
-12.37%
18.48%
-3.41%
25.86%
4.59%
As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.11%
1.07%
-5.00%
-0.09%
10.22%
8.82%
8.84%
5.91%
8.31%
8.10%
9.47%
0.75%
-4.99%
1.82%
11.91%
9.87%
9.34%
6.37%
9.08%
7.81%
9.40%
2.12%
-1.84%
7.56%
12.86%
8.74%
8.56%
--
--
9.61%
9.36%
2.72%
-3.43%
-0.16%
11.10%
9.07%
9.07%
5.94%
8.13%
7.81%
10.10%
1.07%
-4.99%
-0.08%
10.21%
8.83%
8.87%
5.94%
--
8.71%
9.09%
2.79%
1.02%
10.70%
10.68%
6.96%
7.61%
5.08%
--
5.76%
As of August 15, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
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As of July 31, 2022