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
19.40%
36.27%
10.99%
-6.19%
17.02%
15.28%
-16.95%
26.23%
6.35%
29.41%
-7.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.44%
14.99%
32.17%
13.02%
-0.16%
16.64%
16.80%
-4.08%
25.73%
2.49%
25.92%
-2.07%
15.09%
31.83%
12.38%
-3.07%
14.27%
20.13%
-8.90%
25.76%
-1.34%
29.97%
-2.24%
17.99%
37.80%
10.72%
-2.04%
18.54%
15.17%
-10.39%
27.11%
3.95%
33.71%
1.49%
17.98%
37.55%
14.15%
-1.24%
16.16%
15.81%
-13.35%
25.06%
-3.14%
22.84%
-4.43%
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
10.06%
0.82%
-4.88%
-0.45%
12.83%
8.11%
10.26%
6.61%
8.72%
6.89%
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
7.09%
0.46%
-0.07%
2.69%
12.64%
11.18%
12.28%
--
--
7.99%
8.50%
-0.05%
-1.18%
2.14%
12.84%
9.95%
11.17%
--
--
12.11%
10.74%
2.54%
2.09%
8.93%
17.18%
12.59%
13.33%
8.58%
10.63%
11.24%
8.65%
0.80%
-1.33%
-1.91%
8.41%
6.72%
10.32%
7.36%
--
8.69%
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