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 10, 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
14.01%
29.81%
9.44%
-0.34%
15.25%
17.89%
-7.69%
26.28%
4.67%
25.45%
-1.27%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
15.13%
31.05%
11.82%
-2.02%
14.93%
16.88%
-10.91%
30.10%
5.64%
23.99%
-5.16%
12.80%
29.36%
10.82%
0.32%
14.46%
17.75%
-6.17%
24.03%
2.97%
26.00%
-0.74%
--
--
--
-2.11%
14.54%
16.49%
-5.84%
25.23%
-0.38%
25.50%
-4.37%
13.05%
26.29%
10.15%
-2.20%
13.80%
14.76%
-5.10%
23.86%
1.20%
26.50%
-1.58%
As of August 10, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.50%
2.96%
-1.01%
4.23%
12.68%
10.63%
11.52%
8.88%
--
9.81%
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
5.46%
1.88%
-5.10%
-0.53%
11.61%
9.61%
11.15%
6.90%
9.71%
10.12%
4.77%
2.43%
-0.87%
4.77%
12.47%
10.63%
11.43%
8.31%
9.08%
9.39%
3.82%
0.42%
-4.37%
1.82%
9.61%
9.14%
--
--
--
9.20%
4.49%
1.52%
-2.23%
5.16%
11.15%
10.23%
10.38%
7.81%
8.96%
9.10%
As of August 10, 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
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--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
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As of July 31, 2022