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
13.19%
31.38%
0.37%
-8.16%
24.73%
12.53%
-13.26%
22.18%
2.76%
24.63%
-5.77%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
15.36%
33.58%
3.36%
-3.69%
24.89%
9.20%
-17.98%
32.17%
7.99%
35.44%
-5.09%
17.55%
33.78%
-0.70%
-8.48%
28.63%
9.81%
-13.32%
25.11%
4.57%
24.53%
-6.44%
17.82%
40.53%
0.89%
-7.12%
25.13%
6.71%
-17.90%
20.26%
3.74%
29.25%
-5.70%
21.57%
43.20%
6.37%
-9.55%
17.43%
17.48%
-25.83%
30.89%
10.17%
35.46%
2.10%
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
11.33%
4.47%
-3.67%
-1.76%
10.15%
7.40%
8.70%
6.36%
7.91%
9.20%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
13.40%
8.47%
-3.45%
-1.01%
15.89%
10.47%
11.20%
8.56%
9.88%
10.35%
15.00%
5.54%
-6.37%
-3.69%
11.72%
8.23%
9.75%
6.91%
8.78%
8.44%
11.37%
5.75%
-3.79%
-2.84%
13.44%
6.84%
8.93%
--
--
6.70%
14.30%
4.60%
-4.57%
9.01%
21.66%
10.88%
11.66%
9.05%
10.56%
9.99%
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
--
--
--
--
--
Capture Ratio
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--
--
As of July 31, 2022