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 15, 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
16.63%
0.87%
29.34%
2.40%
7.51%
4.67%
-3.72%
27.16%
-6.06%
41.05%
-9.85%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-11.12%
15.54%
2.06%
29.87%
2.94%
4.24%
5.18%
-7.65%
28.15%
-6.54%
51.95%
-12.32%
17.35%
-0.26%
31.64%
2.87%
7.04%
6.43%
-3.28%
29.41%
-5.00%
42.78%
-12.85%
--
0.58%
30.86%
3.68%
5.82%
3.10%
-4.86%
22.40%
-11.60%
44.31%
-11.96%
17.87%
1.29%
30.32%
4.96%
4.47%
5.64%
-5.32%
24.67%
-3.10%
44.01%
-9.99%
As of August 15, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
11.15%
6.62%
1.83%
-0.01%
7.27%
8.46%
8.37%
6.83%
--
5.10%
10.78%
5.63%
-6.05%
-7.66%
12.65%
9.69%
10.35%
6.45%
8.33%
7.59%
13.31%
5.51%
-2.04%
1.15%
9.44%
8.68%
8.34%
7.28%
10.49%
10.13%
10.21%
5.50%
-0.16%
-2.57%
7.14%
8.78%
8.80%
7.53%
10.39%
11.39%
11.84%
4.26%
-3.00%
-1.44%
4.99%
6.02%
--
--
--
7.56%
12.20%
5.39%
-0.94%
0.08%
9.51%
8.65%
8.79%
7.27%
9.93%
10.13%
As of August 15, 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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--
--
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As of July 31, 2022