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
10.58%
35.77%
22.47%
18.82%
8.77%
13.56%
2.29%
21.45%
11.24%
27.16%
-5.86%
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-3.01%
11.37%
40.18%
21.72%
19.86%
8.18%
13.54%
1.32%
21.51%
15.12%
26.46%
-6.89%
14.27%
39.19%
25.16%
19.41%
4.05%
15.75%
3.76%
22.76%
18.11%
25.38%
-6.71%
10.37%
38.04%
19.39%
16.28%
6.75%
12.64%
3.62%
21.91%
16.63%
27.06%
-8.38%
13.01%
40.76%
23.52%
21.21%
7.67%
13.39%
3.90%
24.42%
15.93%
27.27%
-7.14%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.65%
4.89%
-2.70%
1.88%
13.26%
12.46%
15.08%
--
--
10.01%
10.07%
0.80%
-3.83%
2.46%
11.75%
10.04%
9.27%
6.49%
9.11%
7.84%
9.64%
7.18%
-2.04%
-0.53%
14.05%
12.81%
15.74%
--
--
15.03%
9.13%
7.30%
-1.96%
-0.41%
14.92%
13.97%
16.30%
--
--
13.96%
9.23%
6.42%
-3.32%
-1.78%
13.93%
13.26%
14.92%
9.48%
--
9.36%
10.25%
7.46%
-1.77%
-0.38%
14.52%
13.74%
16.63%
10.90%
8.70%
7.51%
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