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 July 01, 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
8.80%
24.17%
7.66%
-1.05%
7.27%
17.91%
-3.88%
20.40%
6.16%
20.21%
-8.15%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
14.99%
32.17%
13.02%
-0.16%
16.64%
16.80%
-4.08%
25.73%
2.49%
25.92%
-7.96%
14.75%
31.31%
13.09%
-4.02%
20.41%
8.67%
-9.15%
27.06%
0.85%
24.39%
-6.58%
16.10%
30.03%
11.85%
-0.36%
10.93%
20.85%
-6.04%
27.35%
2.73%
23.79%
-10.86%
12.69%
33.12%
11.94%
-1.75%
13.84%
17.54%
-7.76%
24.73%
3.89%
26.79%
-12.93%
As of July 01, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.04%
-8.73%
-8.15%
-3.32%
8.00%
7.82%
8.85%
6.66%
7.91%
7.50%
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
-5.61%
-9.15%
-7.96%
-0.69%
9.02%
9.84%
11.95%
--
--
7.61%
-7.61%
-9.72%
-6.58%
-2.72%
8.75%
7.72%
10.44%
6.58%
8.06%
9.59%
-5.67%
-10.73%
-10.86%
-3.18%
7.48%
8.73%
11.02%
6.84%
--
7.71%
-6.94%
-11.53%
-12.93%
-6.80%
7.08%
7.88%
10.84%
5.48%
7.84%
7.68%
As of July 01, 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 May 31, 2022