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 30, 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
--
--
--
--
5.64%
-12.09%
23.97%
6.61%
13.47%
6.14%
-2.91%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
9.48%
42.25%
20.98%
6.18%
4.67%
7.87%
-11.49%
20.64%
4.82%
21.72%
3.28%
-2.35%
33.48%
17.38%
6.93%
5.60%
1.88%
-11.19%
17.50%
5.54%
26.88%
3.13%
-0.94%
34.62%
16.67%
12.85%
-3.64%
21.82%
0.92%
14.16%
18.15%
6.89%
-7.77%
2.86%
41.18%
25.36%
-16.91%
22.17%
18.89%
-12.86%
20.12%
14.19%
26.41%
-21.73%
6.19%
As of May 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.48%
-0.56%
-6.51%
-1.58%
12.32%
7.85%
--
--
--
5.57%
-0.12%
4.77%
4.83%
2.11%
11.29%
7.90%
8.54%
6.24%
8.19%
7.40%
-4.28%
0.23%
-6.52%
-4.54%
11.06%
7.73%
8.61%
9.90%
--
8.76%
-4.64%
0.56%
-5.64%
0.75%
14.02%
7.92%
7.66%
8.18%
--
7.84%
-4.45%
1.15%
-2.60%
3.88%
10.32%
5.17%
8.96%
9.37%
--
9.02%
1.58%
-1.86%
-2.47%
-2.29%
13.53%
4.02%
8.33%
7.07%
--
9.16%
As of May 30, 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