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 16, 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
17.61%
33.10%
5.75%
-2.58%
16.01%
19.06%
-7.08%
24.58%
10.55%
29.09%
-4.87%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
18.13%
29.85%
4.23%
1.08%
12.63%
18.63%
-13.74%
22.28%
14.59%
21.63%
-4.50%
--
--
--
--
--
--
--
--
14.67%
32.16%
-1.84%
11.77%
46.15%
5.60%
-7.13%
17.96%
11.77%
-2.62%
31.00%
9.59%
23.35%
-4.81%
--
--
--
--
--
13.27%
-10.86%
24.78%
14.35%
26.36%
-6.09%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
11.30%
5.07%
-1.29%
3.12%
13.51%
11.49%
12.12%
8.50%
10.61%
11.13%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
11.78%
7.29%
-3.48%
1.80%
13.08%
8.83%
10.33%
6.97%
--
6.93%
7.26%
-0.50%
2.21%
10.54%
--
--
--
--
--
16.29%
7.01%
5.42%
-1.39%
-3.80%
13.42%
12.09%
12.51%
--
--
10.21%
11.98%
6.35%
-1.82%
-0.58%
13.36%
10.36%
--
--
--
9.99%
As of August 16, 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