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 18, 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
3.60%
21.62%
16.17%
3.81%
16.17%
9.45%
-7.03%
18.76%
1.01%
19.42%
1.21%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
16.94%
28.67%
11.68%
1.53%
14.01%
7.97%
-8.02%
24.75%
-0.14%
18.61%
-0.17%
10.60%
28.01%
12.13%
0.10%
12.92%
20.15%
-4.86%
27.45%
7.25%
25.69%
-3.94%
--
--
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--
--
--
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--
6.84%
24.79%
-3.17%
11.85%
29.56%
9.50%
-0.53%
12.20%
16.41%
-4.33%
25.85%
6.03%
25.62%
-4.35%
As of August 18, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.48%
3.64%
0.61%
6.42%
9.42%
7.38%
9.44%
6.96%
9.77%
8.51%
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
8.94%
4.60%
-0.32%
4.10%
9.31%
7.30%
9.80%
7.38%
8.32%
7.53%
9.98%
5.86%
2.17%
2.93%
12.87%
11.73%
11.79%
8.72%
9.48%
10.05%
8.56%
5.26%
-0.89%
1.78%
13.22%
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12.08%
10.97%
6.49%
-0.02%
2.20%
12.52%
11.02%
11.14%
7.32%
7.99%
9.02%
As of August 18, 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
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--
--
--
--
Capture Ratio
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As of July 31, 2022