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
11.80%
15.30%
-0.93%
-5.13%
4.20%
17.99%
-8.57%
18.54%
9.43%
14.05%
-9.88%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
12.46%
15.49%
2.94%
-0.93%
10.65%
13.48%
-8.37%
20.33%
8.48%
12.21%
-5.40%
11.90%
18.52%
3.67%
-4.43%
3.41%
17.34%
-8.28%
18.23%
12.90%
8.88%
-10.70%
12.54%
12.65%
0.14%
-0.96%
4.64%
17.88%
-7.28%
15.34%
12.27%
6.08%
-15.42%
9.62%
14.03%
1.52%
-1.42%
3.44%
12.95%
-7.92%
16.79%
20.43%
6.05%
-10.75%
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
7.16%
4.08%
-5.48%
-7.05%
6.75%
5.53%
5.51%
--
--
5.65%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
6.94%
2.83%
-5.51%
-4.62%
7.42%
6.04%
7.01%
6.37%
9.66%
11.11%
6.03%
3.12%
-6.92%
-10.01%
5.68%
4.90%
5.67%
4.72%
5.61%
7.48%
7.30%
2.57%
-11.43%
-15.70%
2.08%
2.67%
4.46%
3.15%
5.16%
7.68%
7.68%
4.95%
-6.83%
-11.55%
7.05%
4.92%
5.38%
4.60%
7.55%
8.69%
As of August 12, 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
--
--
--
--
--
Capture Ratio
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--
--
--
As of July 31, 2022