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 September 30, 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
13.69%
29.75%
15.36%
2.36%
8.86%
27.36%
-3.06%
32.66%
31.08%
22.19%
-29.75%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
17.39%
36.74%
8.88%
7.49%
2.55%
30.99%
2.68%
37.81%
31.74%
23.76%
-33.60%
12.90%
36.89%
10.75%
6.25%
-2.17%
32.51%
3.82%
33.87%
37.44%
24.85%
-35.88%
16.52%
36.68%
8.66%
8.10%
0.98%
33.77%
3.76%
34.96%
36.12%
21.82%
-36.17%
15.69%
37.66%
9.93%
10.99%
-1.04%
36.68%
-0.96%
33.39%
54.56%
15.74%
-36.75%
As of September 30, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-10.07%
-4.44%
-23.20%
-23.57%
6.77%
8.96%
12.02%
8.66%
10.51%
8.08%
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
-10.56%
-6.09%
-25.42%
-28.22%
5.52%
10.29%
12.65%
9.30%
10.89%
10.45%
-10.56%
-5.42%
-27.45%
-31.15%
6.33%
10.11%
12.13%
8.96%
10.74%
8.73%
-10.59%
-5.59%
-27.12%
-32.06%
5.09%
9.81%
12.30%
9.48%
10.35%
6.50%
-10.07%
-1.80%
-28.13%
-33.57%
8.36%
9.90%
12.86%
9.62%
10.67%
11.35%
As of September 30, 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 August 31, 2022