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 June 01, 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
-3.70%
-3.92%
-16.18%
10.87%
37.28%
-15.31%
18.20%
17.03%
-3.62%
-20.56%
2.56%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
5.91%
-1.80%
-0.65%
-15.27%
11.72%
34.81%
-13.24%
19.69%
14.55%
1.54%
-17.91%
2.40%
-4.34%
-0.05%
-16.33%
13.05%
32.67%
-13.56%
20.27%
14.47%
-0.67%
-17.82%
1.61%
-4.92%
-0.07%
-15.81%
12.21%
31.48%
-14.77%
20.76%
15.19%
1.30%
-17.99%
1.97%
-1.32%
-0.18%
-12.04%
3.31%
27.29%
-5.81%
7.82%
6.90%
5.05%
-13.94%
3.73%
As of June 01, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.33%
-0.46%
0.17%
-5.99%
2.23%
-1.32%
1.57%
0.32%
7.66%
8.36%
-2.45%
0.87%
3.07%
0.40%
7.05%
2.35%
3.94%
2.05%
6.63%
4.46%
-0.82%
-0.68%
0.36%
-3.95%
4.46%
0.62%
2.88%
1.44%
--
3.36%
-1.07%
-1.56%
-0.74%
-5.68%
3.61%
0.16%
2.38%
--
--
2.00%
-0.97%
-1.15%
-0.06%
-4.87%
4.27%
0.40%
2.41%
0.96%
--
5.19%
-0.92%
2.98%
2.07%
-2.89%
4.21%
0.18%
1.66%
--
--
3.50%
As of June 01, 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