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 November 29, 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
24.14%
33.83%
7.64%
-1.70%
12.31%
13.03%
-14.74%
30.32%
0.15%
28.00%
-5.69%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.74%
18.77%
38.50%
16.31%
-4.84%
12.08%
16.67%
-19.09%
23.20%
0.69%
33.60%
-7.50%
13.83%
37.68%
11.60%
-6.18%
10.92%
17.41%
-10.75%
31.35%
-2.59%
27.31%
-1.18%
13.20%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
26.08%
-2.08%
16.66%
32.84%
0.53%
-7.52%
26.83%
13.33%
-13.08%
26.81%
3.56%
23.67%
-0.21%
As of November 29, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.40%
1.70%
-3.85%
-1.50%
7.80%
6.27%
9.56%
7.31%
9.31%
8.07%
1.63%
-1.37%
-4.01%
-13.62%
9.77%
10.48%
12.99%
9.02%
9.62%
9.86%
4.18%
1.24%
-3.61%
-3.59%
8.57%
4.76%
9.80%
7.22%
9.26%
8.47%
3.62%
3.62%
-1.36%
2.34%
7.90%
7.79%
10.57%
7.02%
10.82%
7.76%
4.53%
2.55%
-4.71%
1.80%
10.70%
9.20%
10.71%
8.34%
9.84%
10.17%
2.88%
3.14%
-1.83%
2.69%
10.00%
7.27%
9.95%
8.19%
11.06%
12.00%
As of November 29, 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 October 31, 2022