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
--
--
--
10.88%
18.61%
1.47%
28.52%
50.41%
19.67%
-26.45%
12.63%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
9.55%
38.20%
16.36%
-3.33%
15.39%
35.82%
2.72%
38.65%
54.19%
18.19%
-30.44%
17.92%
36.37%
31.11%
10.22%
29.38%
25.21%
-6.34%
64.65%
61.94%
42.54%
-30.92%
25.57%
33.62%
7.33%
6.02%
15.22%
33.47%
6.62%
25.25%
57.77%
10.62%
-44.68%
23.12%
35.82%
8.86%
3.44%
0.84%
32.06%
0.02%
46.71%
82.06%
18.10%
-31.75%
20.49%
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
9.96%
5.95%
6.79%
3.31%
12.26%
11.18%
--
--
--
11.02%
1.99%
5.15%
5.59%
4.83%
11.91%
7.82%
8.55%
6.31%
8.32%
7.41%
11.39%
6.29%
12.30%
6.10%
12.55%
13.79%
16.41%
12.44%
--
11.38%
14.86%
7.25%
16.00%
19.80%
25.92%
23.40%
23.75%
16.61%
--
13.32%
13.22%
12.87%
15.09%
3.29%
1.60%
6.92%
13.09%
--
--
11.47%
13.02%
11.06%
10.86%
14.99%
16.63%
17.77%
16.59%
11.91%
15.34%
14.19%
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