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
15.44%
48.15%
5.41%
-4.00%
12.75%
12.59%
-13.56%
18.76%
9.57%
31.17%
-6.73%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
11.11%
33.86%
2.84%
-6.48%
32.32%
13.91%
-18.32%
20.96%
7.83%
28.76%
-2.03%
17.83%
36.33%
3.60%
-7.02%
27.19%
11.58%
-14.18%
22.19%
2.00%
36.84%
-4.39%
20.18%
36.16%
4.00%
-7.79%
29.86%
2.89%
-14.27%
18.82%
5.79%
32.31%
-4.55%
16.95%
38.00%
3.46%
-3.88%
26.59%
7.91%
-19.81%
23.92%
3.57%
39.50%
-3.15%
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
15.68%
10.05%
-5.17%
-1.20%
14.06%
8.46%
10.63%
7.17%
9.36%
8.81%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
15.28%
9.42%
-0.56%
2.15%
16.28%
8.81%
10.69%
7.55%
9.66%
9.27%
13.26%
7.69%
-2.11%
1.74%
15.64%
9.56%
10.65%
7.40%
9.50%
8.78%
13.96%
9.21%
-1.37%
1.17%
14.30%
8.17%
9.76%
7.38%
8.95%
10.17%
13.60%
7.18%
-1.79%
4.28%
17.16%
8.82%
10.73%
6.77%
8.89%
9.39%
As of August 16, 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