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)
--
--
--
--
--
--
--
--
As of July 01, 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
14.25%
41.36%
23.82%
8.19%
-16.27%
10.69%
5.81%
31.63%
11.07%
11.82%
-1.57%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-20.08%
19.21%
39.95%
21.50%
8.42%
-4.35%
20.20%
3.98%
17.64%
12.86%
23.29%
-9.09%
18.47%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
20.20%
-9.91%
8.86%
49.25%
16.44%
6.59%
-8.01%
10.71%
1.67%
16.04%
9.04%
10.59%
-0.06%
24.84%
55.97%
34.93%
8.42%
-12.27%
22.66%
4.41%
29.28%
25.60%
6.86%
-11.95%
As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.22%
-2.96%
-1.57%
-1.18%
12.34%
10.91%
12.09%
10.53%
10.34%
8.48%
-7.50%
-15.84%
-20.08%
-14.19%
6.96%
7.78%
9.57%
5.22%
7.42%
7.21%
-0.80%
-6.23%
-9.09%
-0.06%
11.33%
10.00%
13.58%
10.29%
12.19%
9.52%
0.35%
-7.02%
-9.91%
-3.04%
11.95%
11.22%
14.31%
10.78%
10.12%
8.50%
1.69%
-0.87%
-0.06%
-5.39%
9.97%
7.60%
10.40%
8.17%
8.91%
8.96%
1.80%
-8.47%
-11.95%
-10.54%
9.33%
10.28%
15.57%
12.36%
11.61%
11.28%
As of July 01, 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
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--
--
--
--
As of May 31, 2022