Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
18.06%
37.22%
8.61%
-5.89%
24.38%
12.71%
-15.22%
19.74%
3.11%
35.44%
-7.65%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
20.15%
39.30%
2.91%
-3.12%
26.13%
14.65%
-11.34%
33.27%
3.40%
33.45%
-8.36%
--
--
--
-2.30%
29.49%
8.71%
-16.64%
22.17%
3.18%
35.25%
-8.27%
15.44%
48.15%
5.41%
-4.00%
12.75%
12.59%
-13.56%
18.76%
9.57%
31.17%
-7.05%
18.22%
35.39%
5.47%
-3.17%
22.67%
9.19%
-16.80%
25.62%
11.86%
25.51%
-4.39%
As of August 12, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
14.44%
9.70%
-3.84%
-3.55%
12.91%
8.32%
10.82%
8.02%
10.13%
9.97%
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
8.28%
4.81%
-6.29%
-3.90%
13.61%
11.23%
12.44%
--
--
11.29%
14.34%
9.50%
-3.97%
-5.28%
12.85%
8.16%
--
--
--
8.31%
16.41%
11.67%
-3.52%
-2.51%
13.78%
8.65%
10.73%
6.87%
9.46%
8.80%
14.32%
10.89%
0.50%
-2.91%
14.17%
9.28%
10.90%
7.09%
8.60%
8.55%
As of August 12, 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
--
--
--
--
--
As of July 31, 2022