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
10.17%
40.16%
20.90%
13.33%
4.11%
16.00%
4.34%
22.99%
18.07%
25.07%
-6.81%
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-3.01%
14.58%
45.14%
19.77%
16.20%
12.27%
11.01%
-1.26%
22.17%
12.18%
27.12%
-5.66%
--
--
--
20.38%
8.28%
13.72%
3.43%
24.64%
15.80%
27.54%
-7.71%
--
--
--
--
--
--
--
--
--
--
-7.73%
15.03%
44.62%
20.90%
20.34%
3.54%
13.03%
1.52%
21.65%
9.38%
24.68%
-5.67%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.12%
7.22%
-2.04%
-0.56%
14.77%
14.08%
15.61%
9.75%
--
7.56%
10.07%
0.80%
-3.83%
2.46%
11.75%
10.04%
9.27%
6.49%
9.11%
7.84%
10.17%
6.93%
-1.26%
0.54%
14.14%
12.27%
15.68%
--
--
10.66%
10.02%
7.49%
-2.15%
-0.76%
14.49%
13.78%
--
--
--
14.13%
10.02%
7.61%
-2.12%
-0.88%
--
--
--
--
--
5.31%
9.88%
5.99%
-1.80%
-1.35%
12.03%
11.50%
15.08%
9.78%
8.19%
5.41%
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