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 10, 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
10.85%
10.36%
11.91%
-3.14%
15.26%
13.23%
-5.45%
21.50%
2.94%
21.69%
-3.19%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
13.34%
26.15%
9.99%
-2.38%
13.73%
14.51%
-5.07%
23.67%
1.06%
26.43%
-1.66%
14.90%
31.30%
12.06%
-1.92%
15.08%
17.04%
-10.91%
30.25%
5.72%
24.09%
-5.16%
--
32.89%
11.83%
-5.02%
15.06%
14.81%
-7.48%
22.26%
4.68%
31.26%
-4.42%
--
--
--
--
--
--
-6.96%
24.28%
0.86%
19.08%
-2.51%
As of August 10, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.30%
1.24%
-2.66%
3.23%
9.19%
8.52%
8.41%
7.82%
--
7.86%
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
4.46%
1.50%
-2.27%
5.04%
11.05%
10.12%
10.27%
7.77%
8.93%
9.08%
5.45%
1.88%
-5.10%
-0.50%
11.68%
9.69%
11.27%
6.93%
9.73%
10.14%
6.59%
1.72%
-2.89%
2.91%
13.18%
10.54%
10.92%
--
--
10.72%
5.03%
1.04%
-4.71%
1.27%
8.75%
--
--
--
--
7.14%
As of August 10, 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