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 11, 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
10.45%
29.62%
8.19%
-1.04%
13.20%
15.53%
-8.46%
22.65%
0.07%
21.68%
-1.80%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.89%
9.71%
30.20%
12.31%
-3.53%
17.27%
17.71%
-3.32%
24.99%
3.66%
29.12%
-4.87%
14.86%
34.24%
10.64%
0.66%
16.90%
15.20%
-8.36%
28.30%
-1.95%
30.76%
1.52%
16.79%
37.18%
7.73%
-3.11%
9.84%
18.51%
-10.12%
25.48%
0.17%
21.86%
-1.77%
9.07%
32.05%
9.13%
-4.80%
20.19%
8.87%
-7.29%
23.43%
-1.82%
21.86%
-0.63%
As of August 11, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.53%
1.36%
-2.49%
1.65%
9.51%
7.99%
9.48%
6.50%
8.10%
6.48%
9.29%
7.40%
-4.02%
-3.98%
14.85%
13.50%
13.79%
9.55%
10.13%
10.14%
7.97%
4.07%
-3.55%
3.06%
13.33%
11.19%
11.43%
8.46%
--
8.76%
6.62%
3.03%
-0.63%
8.38%
13.14%
10.88%
12.50%
8.35%
9.15%
6.72%
4.57%
1.47%
-2.46%
1.94%
9.42%
8.59%
9.97%
7.05%
8.21%
8.20%
5.08%
4.00%
-0.80%
2.93%
9.60%
7.92%
9.37%
7.27%
--
8.06%
As of August 11, 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