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)
--
--
--
--
--
--
--
--
As of August 12, 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
9.26%
33.99%
-4.39%
-1.41%
1.17%
24.13%
-8.90%
31.05%
30.66%
15.37%
-9.39%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
19.14%
39.46%
11.09%
1.34%
11.69%
24.17%
-7.65%
32.49%
24.80%
9.62%
-15.38%
11.39%
32.96%
13.41%
-1.74%
15.60%
17.17%
-6.00%
30.56%
7.03%
25.86%
-9.56%
18.90%
36.91%
7.32%
-4.49%
2.93%
30.14%
-8.41%
34.29%
33.37%
16.21%
-17.64%
18.96%
38.19%
1.42%
-0.12%
7.13%
17.40%
-7.02%
32.66%
33.57%
7.15%
-20.94%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
15.58%
13.47%
-2.07%
-7.27%
13.80%
13.40%
10.20%
--
--
8.47%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
13.90%
11.21%
-6.27%
-13.75%
7.08%
9.78%
12.41%
8.91%
11.16%
12.37%
13.54%
9.21%
0.07%
-4.59%
10.51%
11.01%
11.93%
8.24%
8.99%
10.46%
15.94%
13.65%
-8.23%
-14.87%
13.79%
12.45%
12.37%
10.01%
11.83%
10.95%
17.53%
16.32%
-9.60%
-21.38%
6.18%
9.00%
9.85%
8.30%
9.98%
10.53%
As of August 12, 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
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
--
As of July 31, 2022