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
18.06%
51.12%
8.22%
10.47%
10.31%
38.53%
4.19%
38.87%
45.37%
18.12%
-16.48%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-11.37%
19.82%
53.12%
6.28%
13.13%
5.19%
34.25%
4.19%
42.23%
31.41%
2.54%
-19.08%
12.14%
42.49%
14.43%
7.88%
7.33%
41.32%
-1.48%
39.47%
56.82%
12.01%
-22.57%
17.16%
31.76%
10.65%
7.40%
11.94%
49.86%
-8.79%
51.07%
63.71%
21.97%
-21.45%
11.23%
26.18%
20.61%
4.41%
13.30%
36.31%
-0.76%
47.99%
45.12%
33.21%
-16.57%
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
14.18%
12.84%
-6.02%
-15.23%
17.10%
18.74%
19.36%
15.65%
16.46%
16.12%
11.10%
7.80%
-5.84%
-7.64%
11.94%
9.76%
10.31%
6.26%
8.44%
7.58%
15.52%
16.81%
-9.12%
-25.00%
5.26%
13.14%
15.94%
13.47%
13.77%
12.45%
15.81%
15.54%
-11.73%
-21.38%
14.51%
16.09%
17.45%
12.77%
13.08%
10.68%
17.77%
14.14%
-8.64%
-15.73%
23.26%
19.35%
19.02%
14.34%
14.83%
13.62%
17.58%
15.23%
-5.05%
-5.73%
23.89%
21.80%
18.70%
13.96%
13.85%
7.50%
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
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--
--
As of July 31, 2022