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)
--
--
--
--
--
--
--
--
% 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
9.37%
25.85%
9.52%
-0.89%
15.25%
22.83%
-4.33%
24.01%
2.28%
22.18%
-4.82%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
17.01%
29.49%
7.31%
-7.08%
18.59%
16.07%
-9.45%
26.13%
0.85%
25.15%
0.08%
16.42%
33.33%
11.80%
-3.86%
15.67%
14.42%
-10.49%
22.60%
-1.68%
30.61%
-3.52%
11.85%
24.34%
8.95%
-0.42%
15.96%
16.47%
-7.45%
27.09%
3.64%
20.00%
-1.11%
17.74%
34.24%
11.72%
-3.35%
13.12%
18.87%
-8.29%
26.11%
-0.78%
28.39%
-1.09%
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
8.46%
2.20%
-0.56%
-1.86%
10.55%
9.95%
10.63%
--
--
11.28%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
9.95%
4.78%
-2.36%
3.91%
12.21%
9.61%
10.33%
6.94%
8.33%
7.71%
9.78%
6.82%
-0.49%
1.32%
11.66%
8.27%
10.46%
6.49%
8.31%
6.97%
8.48%
4.48%
-3.09%
0.47%
11.48%
9.59%
10.38%
7.76%
9.57%
9.80%
9.33%
4.03%
-2.47%
2.92%
12.51%
10.11%
11.45%
6.64%
--
7.72%
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