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
10.47%
26.10%
8.98%
-3.81%
19.34%
14.11%
-13.27%
30.38%
-1.45%
19.55%
-15.17%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-23.87%
11.14%
26.09%
8.77%
-3.47%
19.03%
13.94%
-13.63%
30.35%
-0.92%
19.73%
-15.61%
--
30.71%
6.53%
-3.28%
20.87%
10.76%
-11.31%
24.91%
-0.49%
26.45%
-17.02%
12.48%
23.08%
7.42%
0.17%
19.52%
14.05%
-7.12%
26.89%
-3.09%
16.31%
-18.75%
18.57%
39.49%
13.29%
2.06%
15.25%
15.64%
-14.74%
30.14%
5.91%
26.95%
-17.99%
As of September 30, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-8.53%
-3.95%
-16.15%
-8.90%
1.90%
3.52%
7.50%
5.87%
9.26%
10.07%
-9.90%
-4.88%
-21.44%
-15.47%
8.16%
9.24%
11.70%
8.03%
9.84%
9.57%
-8.46%
-3.79%
-16.35%
-9.29%
2.01%
3.47%
7.48%
5.96%
--
8.91%
-8.83%
-6.40%
-18.09%
-9.76%
3.53%
4.00%
7.82%
--
--
8.37%
-9.21%
-3.35%
-16.45%
-13.16%
-0.96%
2.50%
6.99%
--
--
7.76%
-9.34%
-4.50%
-18.90%
-11.68%
5.42%
5.16%
10.63%
8.80%
11.55%
9.32%
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