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
16.74%
34.12%
14.00%
-2.35%
11.46%
20.32%
-11.54%
20.06%
4.24%
27.97%
-5.38%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
20.81%
39.59%
10.27%
-3.41%
16.92%
18.50%
-9.15%
31.72%
8.87%
25.80%
-5.87%
15.79%
31.58%
11.20%
-1.31%
9.30%
17.94%
-5.70%
30.05%
4.64%
26.22%
-8.38%
16.18%
36.85%
11.05%
-5.07%
15.78%
14.99%
-11.47%
23.99%
-0.52%
27.26%
-9.20%
16.86%
35.84%
8.96%
2.38%
21.86%
12.38%
-10.40%
17.98%
1.32%
31.09%
-6.26%
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
5.57%
3.13%
-4.88%
-2.01%
11.63%
8.70%
10.87%
6.89%
7.80%
8.05%
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
7.65%
4.03%
-8.12%
-2.11%
13.91%
11.39%
12.90%
9.12%
9.73%
8.76%
5.59%
4.44%
-6.43%
-2.26%
10.56%
10.68%
10.97%
7.00%
8.54%
8.01%
7.77%
4.17%
-6.69%
-4.43%
8.58%
6.82%
9.70%
5.69%
7.23%
8.22%
6.53%
3.09%
-5.59%
0.08%
10.36%
7.06%
11.00%
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--
10.95%
As of August 10, 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