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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--
--
--
--
--
--
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As of September 26, 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
4.26%
18.20%
20.13%
-6.54%
23.61%
0.62%
0.91%
19.93%
-2.42%
13.74%
-7.75%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-24.55%
7.45%
25.42%
21.20%
-16.01%
20.70%
7.03%
-3.51%
20.78%
-9.32%
19.52%
3.15%
1.47%
13.97%
23.14%
-7.22%
16.70%
11.37%
4.07%
19.38%
-4.55%
15.09%
-0.69%
5.23%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-2.21%
17.53%
-0.77%
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-8.98%
As of September 26, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-8.28%
0.78%
-6.44%
0.72%
1.09%
3.95%
6.87%
5.15%
9.17%
7.45%
-10.50%
-7.72%
-20.29%
-21.18%
4.94%
5.75%
8.25%
4.73%
7.94%
6.92%
-10.46%
-1.18%
-8.49%
12.02%
3.86%
5.00%
7.91%
7.63%
10.39%
9.15%
-6.99%
1.40%
-3.10%
9.75%
2.61%
6.11%
8.43%
6.28%
8.93%
5.33%
-7.46%
0.87%
-4.03%
9.93%
4.39%
7.79%
9.32%
7.44%
10.00%
7.58%
-9.41%
-3.63%
-9.21%
-2.28%
1.54%
4.00%
6.42%
5.56%
8.55%
7.12%
As of September 26, 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
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--
--
--
As of August 31, 2022