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)
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--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
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
50.15%
5.59%
8.57%
-1.01%
21.24%
-14.81%
20.86%
10.56%
13.03%
-4.20%
21.10%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
6.57%
--
--
8.89%
-1.01%
21.48%
-14.67%
20.80%
10.28%
12.78%
-4.00%
20.72%
25.65%
-6.69%
9.77%
3.02%
24.40%
-14.87%
19.40%
15.12%
0.17%
-16.29%
10.35%
--
--
--
--
25.50%
-11.52%
18.30%
13.83%
0.40%
-16.16%
10.01%
25.96%
-6.22%
9.16%
2.78%
24.27%
-14.09%
19.33%
15.41%
1.16%
-17.72%
10.67%
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
9.38%
12.93%
11.06%
21.01%
16.58%
8.75%
8.75%
--
--
10.43%
-1.26%
2.56%
6.01%
2.89%
8.21%
2.32%
3.84%
2.13%
6.74%
4.49%
8.71%
12.66%
11.09%
20.80%
16.44%
8.64%
--
--
--
9.34%
3.18%
8.10%
8.29%
6.36%
4.83%
1.56%
4.43%
2.28%
5.37%
3.78%
2.99%
8.35%
7.91%
5.41%
4.64%
1.76%
--
--
--
5.42%
3.24%
8.32%
7.91%
5.15%
4.97%
1.67%
4.37%
2.39%
5.41%
1.18%
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
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--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
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As of April 30, 2023