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 16, 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
14.10%
38.32%
10.07%
-5.90%
18.54%
8.59%
-7.69%
24.22%
3.33%
22.54%
-0.05%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
17.85%
33.98%
13.13%
-3.32%
16.20%
16.83%
-9.35%
26.69%
3.03%
25.81%
-0.22%
20.97%
37.29%
11.51%
-3.95%
18.39%
21.33%
-12.58%
27.19%
13.09%
34.53%
-6.89%
17.84%
38.06%
11.07%
-5.58%
20.66%
20.36%
-12.09%
26.90%
6.43%
26.64%
-1.69%
12.18%
24.67%
9.35%
-0.10%
16.21%
16.76%
-7.17%
27.52%
3.93%
20.35%
-0.50%
As of August 16, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.60%
2.91%
-2.31%
1.63%
12.77%
9.50%
10.73%
7.17%
8.58%
11.34%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
10.18%
4.25%
-1.74%
3.86%
13.23%
9.93%
11.88%
8.21%
9.52%
8.63%
14.01%
6.72%
-7.47%
-3.60%
17.68%
11.66%
13.24%
10.44%
9.91%
12.63%
9.70%
2.01%
-5.50%
3.55%
14.97%
10.76%
12.82%
9.02%
10.05%
8.75%
10.65%
2.82%
-2.92%
1.48%
12.01%
9.86%
10.73%
8.33%
9.86%
10.09%
As of August 16, 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
--
--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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As of July 31, 2022