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
18.08%
32.09%
7.99%
-4.66%
17.32%
11.37%
-8.88%
29.97%
2.67%
28.00%
-4.64%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
17.14%
35.77%
14.92%
-2.84%
13.41%
14.29%
-9.21%
24.22%
7.86%
25.01%
-4.36%
--
--
--
--
17.20%
15.16%
-10.06%
29.38%
9.03%
24.34%
-9.70%
12.51%
34.08%
13.06%
-6.04%
22.83%
15.76%
-14.94%
22.23%
-6.21%
31.14%
-4.06%
14.55%
31.18%
13.26%
-3.88%
20.58%
8.83%
-9.01%
27.25%
1.00%
24.57%
-1.42%
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
5.34%
1.24%
-4.96%
2.13%
11.58%
10.03%
10.97%
6.65%
9.07%
7.69%
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
4.27%
2.29%
-4.19%
0.00%
12.65%
9.36%
11.45%
7.27%
--
9.70%
6.75%
2.64%
-7.67%
-6.13%
11.15%
9.27%
--
--
--
8.50%
6.60%
1.63%
-6.73%
-0.03%
10.32%
6.45%
9.96%
6.11%
7.81%
6.08%
5.45%
1.16%
-4.21%
2.00%
12.48%
9.25%
10.78%
7.30%
8.68%
9.67%
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