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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
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
16.10%
30.03%
11.85%
-0.36%
10.93%
20.85%
-6.04%
27.35%
2.73%
23.79%
-2.83%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
19.62%
33.20%
12.73%
-4.30%
11.69%
9.73%
-8.61%
26.04%
4.25%
24.05%
-4.34%
16.91%
32.26%
13.03%
-6.00%
16.75%
16.91%
-8.06%
32.74%
4.07%
25.08%
-5.18%
14.99%
32.17%
13.02%
-0.16%
16.64%
16.80%
-4.08%
25.73%
2.49%
25.92%
-2.21%
8.80%
24.17%
7.66%
-1.05%
7.27%
17.91%
-3.88%
20.40%
6.16%
20.21%
-3.25%
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
10.12%
6.35%
-0.08%
2.67%
10.64%
10.54%
11.55%
7.66%
--
8.23%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
10.43%
5.44%
-1.71%
0.48%
11.31%
8.51%
10.26%
6.33%
8.19%
6.84%
8.89%
4.62%
-1.93%
-0.65%
12.49%
10.76%
11.74%
6.68%
8.22%
5.82%
7.64%
3.44%
-1.18%
2.60%
12.53%
11.03%
12.28%
--
--
7.99%
6.24%
3.24%
-2.97%
0.57%
10.70%
8.90%
9.36%
7.41%
8.40%
7.70%
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