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 12, 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
11.15%
-2.95%
12.61%
3.68%
0.11%
5.60%
1.20%
7.25%
4.77%
2.35%
-7.68%
6.78%
-2.55%
9.05%
3.30%
0.25%
5.45%
1.28%
7.54%
5.21%
1.52%
-6.76%
10.52%
-2.81%
12.55%
3.64%
0.00%
6.07%
0.61%
8.24%
5.29%
2.14%
-9.66%
8.35%
-4.04%
11.51%
3.87%
-0.61%
5.85%
0.22%
7.12%
4.07%
1.94%
-8.22%
11.72%
-2.28%
13.63%
5.36%
0.56%
6.73%
0.28%
8.10%
5.36%
1.69%
-8.40%
9.46%
-3.82%
9.98%
3.04%
-0.03%
5.05%
0.61%
7.86%
3.92%
2.25%
-7.88%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.21%
3.08%
-4.67%
-7.53%
-0.18%
1.71%
2.83%
3.79%
3.88%
5.08%
0.99%
3.48%
-3.71%
-6.81%
-0.04%
1.75%
2.49%
3.71%
3.85%
4.16%
2.01%
3.94%
-5.94%
-10.01%
-0.79%
1.37%
2.71%
3.86%
3.90%
5.18%
1.46%
3.34%
-4.64%
-8.19%
-0.81%
1.00%
2.21%
3.32%
3.53%
5.31%
1.65%
4.07%
-4.98%
-8.49%
-0.50%
1.53%
3.22%
4.24%
4.27%
5.38%
1.36%
3.28%
-4.76%
-7.84%
-0.59%
1.41%
2.24%
3.47%
3.52%
5.72%
As of August 12, 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