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 17, 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
11.05%
17.34%
7.51%
-2.28%
9.70%
12.45%
-5.88%
17.96%
4.17%
16.43%
-5.39%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
13.24%
25.35%
9.42%
-2.03%
15.21%
11.23%
-9.38%
20.45%
10.25%
18.47%
-4.99%
12.52%
11.61%
7.27%
-0.73%
10.89%
11.11%
-5.40%
18.54%
7.15%
9.49%
-6.78%
15.02%
19.92%
7.39%
-1.02%
6.98%
19.55%
-7.59%
24.78%
18.75%
15.44%
-10.70%
12.13%
15.20%
6.87%
-2.70%
7.20%
14.49%
-6.80%
17.69%
3.57%
15.35%
-5.81%
As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.34%
-0.81%
-3.30%
-1.68%
7.47%
6.33%
7.12%
5.44%
6.99%
9.89%
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
7.33%
1.27%
-4.48%
-1.60%
10.24%
7.75%
9.15%
7.04%
7.99%
8.69%
5.09%
1.24%
-3.29%
-5.89%
4.81%
5.34%
6.35%
6.27%
--
6.44%
8.36%
2.40%
-5.10%
-8.25%
10.30%
8.80%
9.05%
6.94%
8.22%
7.86%
5.05%
-0.75%
-4.72%
-2.37%
6.67%
5.37%
6.37%
4.99%
7.20%
8.79%
As of August 17, 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