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 July 01, 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
16.91%
33.22%
9.37%
-2.29%
21.08%
15.70%
-11.42%
26.06%
13.32%
24.04%
-18.82%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
17.06%
32.58%
9.09%
-2.68%
20.02%
15.75%
-11.49%
25.74%
13.31%
24.17%
-18.74%
17.12%
32.72%
9.21%
-2.77%
19.96%
15.64%
-11.56%
25.49%
13.10%
24.01%
-18.76%
17.69%
33.24%
9.52%
-2.45%
20.49%
15.85%
-11.25%
25.85%
13.24%
24.45%
-18.66%
17.20%
32.86%
9.37%
-2.63%
20.29%
15.98%
-11.30%
25.88%
13.38%
24.48%
-18.66%
As of July 01, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.89%
-15.07%
-18.82%
-14.73%
6.86%
6.94%
10.67%
7.72%
9.28%
10.97%
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
-7.83%
-15.01%
-18.74%
-14.64%
6.74%
6.85%
10.48%
7.49%
8.94%
8.03%
-7.82%
-15.02%
-18.76%
-14.75%
6.60%
6.72%
10.41%
--
--
9.40%
-7.81%
-14.97%
-18.66%
-14.49%
6.86%
7.00%
10.75%
7.82%
9.41%
8.83%
-7.80%
-14.97%
-18.66%
-14.47%
6.92%
7.03%
10.68%
7.75%
9.33%
11.01%
As of July 01, 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 May 31, 2022