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
19.49%
32.92%
12.56%
-4.44%
11.55%
9.63%
-8.67%
25.98%
4.16%
23.98%
0.78%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-2.11%
16.67%
38.45%
12.31%
-4.57%
16.17%
15.83%
-11.32%
24.98%
-3.66%
28.20%
4.45%
19.87%
32.80%
11.61%
-2.83%
13.50%
10.65%
-5.85%
25.22%
3.73%
22.11%
0.65%
15.43%
29.63%
10.23%
-4.72%
15.28%
13.25%
-10.38%
29.32%
-0.60%
22.81%
1.12%
--
--
--
--
14.09%
15.38%
-8.89%
28.03%
-0.53%
9.55%
--
As of January 14, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.05%
5.21%
8.90%
21.66%
16.82%
10.10%
11.70%
6.76%
7.82%
7.19%
0.73%
5.42%
7.33%
24.59%
23.91%
17.58%
16.01%
10.43%
9.45%
10.65%
7.65%
8.44%
10.46%
26.48%
15.66%
10.45%
12.39%
--
--
6.83%
3.97%
6.27%
8.82%
20.23%
16.20%
10.48%
12.18%
6.66%
7.67%
7.82%
4.34%
5.73%
7.44%
20.44%
15.61%
9.95%
10.98%
5.60%
--
7.69%
--
--
--
--
--
--
--
--
--
--
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