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 17, 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
18.98%
39.36%
8.61%
-3.45%
21.92%
15.86%
-10.34%
26.75%
16.53%
18.71%
-10.43%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
16.04%
38.75%
4.93%
-4.55%
21.11%
14.27%
-11.27%
25.17%
19.56%
14.34%
-10.95%
14.52%
37.76%
6.54%
-0.79%
24.49%
11.29%
-15.84%
26.22%
12.28%
14.76%
-8.44%
18.10%
36.15%
7.33%
-1.55%
22.15%
15.59%
-8.99%
28.40%
18.51%
16.01%
-9.72%
16.10%
39.14%
4.81%
-4.43%
21.33%
14.55%
-10.94%
25.50%
19.97%
14.73%
-10.76%
As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
12.06%
5.72%
-2.35%
-5.17%
11.42%
9.87%
11.80%
9.25%
10.60%
9.45%
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
14.10%
8.34%
-1.48%
-7.93%
10.97%
8.94%
10.48%
--
--
9.34%
10.49%
5.06%
-2.81%
-4.20%
9.91%
7.18%
9.98%
7.78%
9.58%
9.46%
11.26%
6.84%
-1.59%
-4.68%
10.88%
10.32%
11.96%
10.19%
12.19%
12.73%
14.04%
8.39%
-1.29%
-7.56%
11.34%
9.28%
10.72%
7.73%
9.61%
8.30%
As of August 17, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
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