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)
--
--
--
--
--
--
--
--
As of August 18, 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
12.15%
37.93%
4.68%
-2.85%
23.73%
8.63%
-17.47%
21.57%
-6.01%
43.12%
-11.60%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
10.50%
37.81%
1.86%
-12.76%
18.45%
8.71%
-18.96%
20.46%
5.58%
27.40%
-3.15%
15.23%
29.65%
5.55%
-3.65%
25.35%
3.58%
-17.16%
20.83%
8.47%
35.46%
-6.04%
20.54%
43.53%
5.40%
-5.32%
25.58%
5.22%
-11.80%
19.21%
1.34%
36.29%
-3.90%
--
--
--
-3.78%
24.21%
7.30%
-16.71%
23.67%
-2.66%
34.04%
-7.47%
As of August 18, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.85%
-2.54%
-8.32%
-1.78%
10.50%
6.09%
9.08%
6.58%
8.49%
8.75%
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
14.03%
7.28%
1.14%
4.92%
13.93%
7.18%
7.55%
5.63%
--
7.26%
12.50%
8.08%
-0.84%
3.88%
15.83%
9.11%
9.49%
6.91%
8.48%
7.71%
11.36%
8.86%
0.65%
5.39%
13.98%
9.10%
10.87%
7.14%
9.57%
9.16%
13.19%
7.50%
-3.05%
2.66%
10.17%
7.05%
--
--
--
6.30%
As of August 18, 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