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
24.82%
34.40%
8.15%
-1.22%
12.83%
13.50%
-14.41%
30.93%
0.62%
28.50%
-1.84%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.98%
17.22%
33.07%
13.08%
-7.50%
14.82%
14.32%
-11.10%
26.37%
6.26%
31.02%
-2.54%
18.46%
38.76%
11.77%
-2.97%
21.25%
10.90%
-13.31%
35.18%
3.02%
28.32%
-3.17%
15.47%
33.66%
16.10%
-4.03%
20.29%
16.99%
-12.30%
20.49%
-0.34%
30.17%
-4.48%
20.24%
47.55%
7.80%
-6.10%
13.05%
15.01%
-14.40%
24.32%
9.08%
26.13%
-8.92%
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
11.68%
5.01%
-0.85%
6.58%
13.81%
9.31%
11.01%
7.90%
10.05%
8.86%
11.37%
7.24%
-3.12%
-2.39%
16.60%
13.77%
14.02%
9.94%
10.11%
10.21%
10.89%
4.00%
-0.18%
1.43%
15.13%
10.76%
11.38%
8.60%
--
9.56%
9.73%
4.63%
-1.84%
3.95%
13.33%
10.11%
12.63%
9.48%
11.10%
11.67%
11.63%
3.54%
-3.31%
0.77%
11.72%
7.71%
11.07%
--
--
8.53%
12.27%
3.70%
-7.28%
-6.17%
12.58%
7.98%
10.88%
8.38%
8.72%
10.09%
As of August 15, 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