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 10, 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
10.19%
39.58%
5.89%
-4.78%
10.84%
15.66%
-6.09%
28.57%
46.25%
10.42%
-21.63%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
14.07%
47.86%
8.52%
-0.67%
0.12%
35.84%
-9.66%
36.88%
36.78%
-11.73%
-27.05%
11.69%
46.03%
3.02%
-6.35%
2.04%
27.10%
8.09%
33.39%
41.62%
3.37%
-15.63%
13.44%
39.45%
4.42%
-4.96%
9.59%
24.62%
-5.83%
35.47%
49.33%
6.00%
-18.53%
8.60%
47.28%
1.05%
-2.65%
5.14%
28.75%
-4.82%
23.97%
66.77%
4.16%
-25.27%
As of August 10, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.26%
11.97%
-11.74%
-21.25%
11.46%
11.11%
11.01%
8.09%
9.92%
12.46%
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
9.91%
15.58%
-15.54%
-31.97%
-2.23%
5.09%
9.15%
6.55%
8.68%
11.11%
10.74%
15.57%
-4.31%
-11.58%
8.74%
14.36%
12.54%
7.95%
9.82%
8.85%
9.40%
13.45%
-8.04%
-17.98%
11.47%
13.64%
12.53%
8.10%
10.35%
8.70%
11.17%
16.57%
-13.06%
-28.61%
8.67%
12.26%
11.70%
8.41%
--
8.38%
As of August 10, 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