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 18, 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
15.91%
31.56%
12.40%
-1.86%
13.17%
16.86%
-5.90%
26.47%
3.20%
24.35%
-2.09%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
22.17%
40.60%
10.19%
-3.35%
19.09%
19.11%
-11.55%
25.61%
-0.47%
28.17%
-3.93%
--
--
--
--
17.20%
15.16%
-10.06%
29.38%
9.03%
24.34%
-7.44%
15.20%
33.07%
13.19%
-0.85%
16.87%
17.14%
-5.42%
25.83%
2.30%
26.48%
-1.52%
--
28.45%
10.01%
-3.67%
17.23%
19.64%
-8.97%
28.57%
5.84%
25.56%
-5.14%
As of August 18, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.40%
6.19%
0.58%
4.37%
11.61%
10.69%
11.46%
6.17%
7.77%
7.05%
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
9.49%
3.39%
-1.67%
1.37%
12.14%
9.06%
11.94%
7.89%
9.60%
10.50%
10.41%
7.08%
-2.96%
-2.87%
12.71%
10.03%
--
--
--
8.85%
9.04%
4.40%
0.91%
4.58%
12.91%
11.12%
12.33%
7.87%
9.52%
9.78%
10.15%
4.60%
-1.05%
0.59%
12.51%
10.43%
11.23%
--
--
11.07%
As of August 18, 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