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
16.95%
38.00%
3.46%
-3.88%
26.59%
7.91%
-19.81%
23.92%
3.57%
39.50%
-3.15%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
14.16%
38.67%
4.86%
2.73%
30.83%
6.08%
-20.81%
16.98%
-4.44%
35.01%
-3.27%
10.58%
33.71%
1.89%
-1.17%
20.47%
6.31%
-11.88%
20.26%
-1.48%
26.43%
-11.11%
15.29%
34.26%
1.71%
-9.75%
24.45%
10.54%
-21.62%
28.54%
-5.28%
31.78%
-3.09%
19.39%
42.15%
-3.85%
-10.74%
24.04%
14.21%
-12.04%
30.69%
0.46%
29.58%
-0.11%
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
13.60%
7.18%
-1.79%
4.28%
17.16%
8.82%
10.73%
6.77%
8.89%
9.39%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
13.49%
7.91%
-2.50%
3.96%
10.91%
5.06%
9.64%
7.39%
8.92%
9.71%
14.85%
6.54%
-8.68%
-4.52%
7.58%
5.11%
7.78%
6.26%
9.60%
10.62%
14.44%
6.35%
-2.50%
4.39%
12.01%
6.69%
8.10%
5.54%
7.78%
8.54%
10.16%
5.64%
-0.59%
3.39%
12.53%
10.43%
11.00%
8.22%
11.49%
11.09%
As of August 16, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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--
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As of July 31, 2022