Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 26, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
--
--
--
--
7.15%
-3.51%
14.11%
3.03%
4.38%
-7.12%
3.70%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
1.20%
4.41%
2.33%
-3.04%
12.98%
5.12%
-2.69%
13.59%
5.21%
3.32%
-8.76%
2.67%
--
--
--
--
--
--
11.44%
5.51%
2.76%
-7.87%
2.79%
5.86%
0.77%
-6.77%
14.43%
6.48%
-3.27%
14.88%
4.95%
3.99%
-12.20%
3.01%
7.72%
-0.12%
-4.61%
14.96%
5.75%
-0.72%
10.22%
3.27%
4.76%
-5.44%
2.90%
As of May 26, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.02%
1.84%
3.34%
2.21%
3.23%
2.99%
--
--
--
3.36%
-2.19%
1.03%
0.94%
-3.76%
-3.94%
0.67%
1.20%
2.60%
2.95%
4.28%
-0.27%
1.95%
2.23%
0.35%
2.45%
2.63%
2.98%
3.04%
--
2.89%
-0.63%
2.32%
1.95%
-0.35%
1.44%
2.77%
--
--
--
2.33%
-0.59%
1.39%
2.05%
-1.72%
1.60%
2.08%
2.54%
4.46%
--
4.19%
0.05%
1.31%
2.33%
1.39%
4.67%
2.64%
3.30%
--
--
4.11%
As of May 26, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2023