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 January 14, 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
13.19%
20.68%
7.90%
0.88%
7.63%
14.55%
-3.54%
18.27%
9.97%
14.86%
-1.17%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-2.11%
14.51%
18.65%
7.49%
-2.60%
7.33%
13.09%
-5.63%
20.42%
15.21%
13.68%
-1.96%
11.34%
16.70%
9.59%
-0.90%
6.74%
12.94%
-4.68%
20.42%
14.67%
15.69%
-1.71%
11.58%
16.85%
9.69%
-1.81%
7.06%
14.16%
-3.85%
23.18%
14.54%
13.09%
-2.14%
10.72%
22.45%
6.54%
-1.10%
1.27%
10.59%
-4.01%
21.21%
13.51%
15.36%
-3.28%
As of January 14, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.04%
2.72%
3.44%
12.36%
13.25%
10.04%
9.85%
7.11%
7.04%
9.81%
0.73%
5.42%
7.33%
24.59%
23.91%
17.58%
16.01%
10.43%
9.45%
10.65%
-0.15%
1.31%
2.06%
10.95%
14.75%
10.21%
9.32%
7.61%
6.99%
7.05%
-0.16%
3.00%
3.39%
13.13%
15.44%
10.79%
9.58%
7.63%
7.12%
8.73%
-0.82%
0.57%
1.49%
9.88%
15.11%
11.01%
9.72%
5.20%
5.31%
7.50%
-1.53%
-0.13%
0.67%
10.30%
14.51%
9.96%
8.78%
7.13%
6.87%
7.36%
As of January 14, 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 December 31, 2021