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 11, 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
13.34%
26.15%
9.99%
-2.38%
13.73%
14.51%
-5.07%
23.67%
1.06%
26.43%
-1.19%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.89%
14.90%
31.30%
12.06%
-1.92%
15.08%
17.04%
-10.91%
30.25%
5.72%
24.09%
-4.69%
9.67%
23.66%
11.89%
0.35%
10.54%
17.12%
-4.64%
19.88%
-4.06%
26.78%
-4.72%
9.71%
30.28%
12.42%
-3.53%
17.17%
17.37%
-3.60%
24.98%
3.61%
29.10%
-4.91%
12.89%
31.08%
11.93%
-3.22%
14.17%
16.68%
-5.47%
23.70%
0.30%
26.54%
-3.29%
As of August 11, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.44%
2.38%
-1.24%
4.98%
11.23%
10.27%
10.32%
7.81%
8.95%
9.09%
9.29%
7.40%
-4.02%
-3.98%
14.85%
13.50%
13.79%
9.55%
10.13%
10.14%
6.66%
2.96%
-3.46%
-0.69%
11.86%
9.81%
11.32%
6.97%
9.76%
10.15%
6.20%
1.64%
-3.17%
-0.65%
8.33%
7.43%
9.11%
6.77%
--
8.17%
7.92%
4.04%
-3.59%
3.01%
13.29%
11.11%
11.36%
8.41%
--
8.72%
6.89%
3.60%
-0.39%
2.45%
10.22%
9.42%
10.66%
6.74%
7.71%
8.54%
As of August 11, 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