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
4.83%
30.88%
4.91%
-0.12%
15.59%
5.86%
-5.66%
20.00%
13.62%
23.19%
-4.74%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
7.35%
38.38%
1.54%
-4.34%
15.63%
6.57%
-24.42%
17.82%
-1.11%
38.79%
-5.73%
16.54%
44.87%
1.29%
-5.88%
19.17%
10.55%
-23.10%
15.95%
5.29%
27.08%
-2.95%
32.12%
35.23%
3.82%
-12.66%
30.99%
10.58%
-19.05%
20.69%
-0.11%
36.99%
-6.49%
18.88%
16.55%
4.86%
-5.99%
16.51%
-0.12%
-11.69%
10.66%
3.43%
14.31%
-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
11.83%
8.81%
-0.77%
-0.45%
15.92%
10.31%
10.14%
7.69%
9.94%
9.52%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
13.53%
6.08%
-2.62%
1.40%
13.17%
5.58%
7.16%
5.40%
8.22%
7.28%
12.02%
7.60%
-0.36%
-2.14%
13.68%
4.94%
8.35%
7.48%
--
8.16%
16.03%
11.37%
-1.26%
-0.26%
12.58%
6.86%
9.64%
--
--
10.79%
9.63%
2.45%
0.91%
-3.33%
7.58%
4.01%
4.95%
4.31%
--
6.75%
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