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)
--
--
--
--
--
--
--
--
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
19.78%
36.95%
12.83%
8.80%
6.61%
24.67%
-0.66%
31.31%
30.40%
21.18%
-20.73%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
18.13%
36.95%
13.54%
10.44%
2.74%
31.27%
1.83%
33.66%
33.88%
28.42%
-18.28%
18.43%
41.38%
9.25%
10.80%
2.26%
35.01%
0.39%
30.75%
33.54%
17.56%
-20.52%
10.50%
35.57%
11.58%
7.20%
1.54%
29.63%
2.51%
36.88%
31.19%
30.57%
-14.43%
12.86%
36.44%
10.21%
5.82%
-2.71%
31.95%
3.35%
33.16%
36.92%
24.42%
-21.90%
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
15.24%
14.39%
-8.30%
-15.29%
11.27%
12.74%
14.29%
10.09%
10.02%
9.33%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
12.07%
13.15%
-5.44%
-12.64%
16.18%
16.16%
16.32%
12.68%
11.63%
10.65%
15.14%
14.68%
-9.24%
-19.77%
11.15%
12.69%
14.87%
10.89%
10.46%
7.96%
15.28%
16.04%
-2.95%
-7.14%
17.43%
17.98%
16.19%
11.51%
11.38%
8.88%
15.35%
13.60%
-8.98%
-17.74%
13.56%
14.83%
14.33%
10.67%
11.34%
9.42%
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
--
--
--
--
--
As of July 31, 2022