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
15.27%
34.49%
9.45%
-1.52%
13.00%
16.58%
-10.75%
28.75%
2.90%
24.16%
-4.31%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-8.80%
16.97%
35.87%
9.10%
2.39%
22.09%
12.49%
-10.23%
17.96%
1.27%
31.18%
-3.59%
--
--
--
--
--
--
-8.51%
31.46%
9.12%
25.66%
-3.81%
17.14%
35.77%
14.92%
-2.84%
13.41%
14.29%
-9.21%
24.22%
7.86%
25.01%
-2.04%
12.51%
34.08%
13.06%
-6.04%
22.83%
15.76%
-14.94%
22.23%
-6.21%
31.14%
-1.40%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.42%
5.78%
0.67%
-0.70%
10.46%
8.45%
10.64%
7.22%
8.31%
9.27%
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
10.61%
5.12%
-2.49%
2.24%
12.43%
7.65%
11.33%
--
--
11.29%
11.02%
5.44%
-5.94%
-0.19%
15.23%
11.75%
--
--
--
11.61%
7.79%
3.53%
-1.60%
1.46%
14.23%
9.71%
11.63%
7.69%
--
9.83%
10.24%
3.15%
-3.75%
2.06%
12.34%
6.89%
10.20%
6.48%
7.86%
6.22%
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