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
8.77%
29.40%
7.00%
-2.86%
26.04%
12.42%
-13.38%
25.70%
-7.02%
22.29%
-4.82%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
21.84%
32.27%
2.09%
-13.92%
27.84%
7.21%
-15.76%
24.48%
3.19%
30.20%
-2.59%
25.60%
39.24%
6.13%
-9.79%
31.91%
12.51%
-12.51%
21.17%
9.81%
37.32%
-3.44%
13.76%
40.65%
7.05%
-6.97%
23.90%
11.95%
-18.86%
22.61%
0.85%
32.98%
-2.80%
13.94%
31.49%
7.00%
-6.53%
21.66%
12.14%
-18.37%
19.67%
9.13%
30.20%
-1.59%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
14.51%
9.05%
-0.61%
0.37%
6.43%
5.50%
8.94%
7.55%
8.89%
11.05%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
13.01%
9.11%
-1.40%
3.80%
13.97%
8.39%
9.03%
6.24%
9.09%
8.77%
16.31%
2.62%
-6.88%
2.15%
18.38%
11.78%
12.84%
--
--
14.75%
15.26%
7.72%
-2.92%
3.80%
13.74%
7.98%
10.40%
8.12%
--
8.53%
15.30%
11.45%
-0.93%
4.90%
16.09%
8.65%
9.86%
8.02%
9.25%
10.30%
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