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 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
11.92%
33.07%
6.64%
-0.59%
29.79%
11.58%
-8.40%
26.74%
4.57%
25.50%
-1.52%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
10.79%
32.06%
2.01%
-7.93%
23.42%
10.02%
-19.03%
24.79%
-4.32%
24.74%
-5.60%
25.91%
39.59%
6.50%
-9.59%
32.26%
12.86%
-12.29%
21.35%
10.10%
37.84%
-2.65%
13.34%
40.25%
5.06%
-3.36%
14.57%
11.06%
-14.79%
21.88%
-0.17%
32.98%
-7.30%
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-6.91%
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
14.78%
9.75%
3.11%
6.12%
13.24%
11.39%
12.28%
9.36%
10.82%
10.02%
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
12.30%
9.70%
0.63%
1.50%
8.18%
4.92%
7.23%
6.33%
9.08%
10.46%
15.81%
4.82%
-3.80%
5.80%
19.00%
12.67%
13.10%
--
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15.12%
13.92%
9.27%
-2.75%
2.45%
11.50%
7.04%
9.31%
6.99%
9.54%
9.71%
13.89%
3.85%
-6.17%
-2.21%
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--
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-4.81%
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
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--
--
--
--
Downside
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--
--
Capture Ratio
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--
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As of July 31, 2022