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
16.45%
32.97%
12.03%
-7.50%
13.13%
14.41%
-12.49%
31.86%
8.87%
22.73%
-9.69%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
9.89%
37.68%
4.09%
1.41%
18.31%
24.04%
-9.71%
20.84%
27.43%
15.99%
-10.87%
--
--
--
--
24.44%
14.77%
-5.98%
34.10%
10.57%
21.55%
-12.21%
--
--
--
--
--
19.06%
-11.00%
30.26%
10.59%
26.84%
-8.81%
--
--
--
--
--
--
--
--
18.96%
24.68%
-8.74%
As of August 10, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.97%
8.89%
-4.18%
-5.50%
9.80%
8.61%
10.05%
7.17%
9.32%
9.60%
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
6.36%
1.68%
-6.17%
-9.07%
11.65%
10.50%
12.22%
10.50%
--
10.92%
9.01%
5.55%
-5.13%
-6.67%
9.35%
10.55%
--
--
--
11.86%
8.85%
6.34%
-4.09%
-4.01%
11.35%
10.33%
--
--
--
10.73%
7.98%
6.22%
-4.94%
-1.19%
--
--
--
--
--
13.37%
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