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)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 17, 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
43.26%
11.62%
-3.93%
5.22%
19.77%
-11.59%
24.22%
12.96%
22.71%
-21.57%
2.16%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
2.39%
39.21%
8.59%
-0.79%
-3.54%
19.87%
-6.85%
18.05%
38.97%
20.34%
-29.60%
2.74%
43.36%
11.88%
-3.15%
5.63%
15.04%
-8.78%
25.88%
11.46%
28.76%
-24.03%
2.90%
49.32%
5.30%
3.40%
9.68%
11.21%
-9.30%
13.82%
-10.29%
22.79%
-25.37%
5.22%
38.15%
3.03%
5.75%
3.11%
22.94%
-6.31%
26.77%
24.46%
16.33%
-29.08%
7.28%
As of March 17, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-10.59%
1.56%
4.77%
-11.27%
24.70%
3.96%
7.68%
9.16%
--
6.67%
-4.28%
2.30%
4.14%
-9.41%
16.20%
6.26%
8.24%
6.54%
8.51%
7.20%
-8.36%
2.60%
3.82%
-15.94%
26.33%
5.54%
7.66%
8.45%
--
6.59%
-9.37%
1.97%
4.37%
-10.61%
23.82%
5.04%
8.00%
9.95%
--
7.56%
-8.06%
2.79%
-0.68%
-17.71%
19.93%
-3.13%
4.49%
7.67%
--
6.30%
-6.71%
4.72%
0.97%
-10.31%
16.14%
4.56%
8.62%
8.81%
--
7.59%
As of March 17, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of February 28, 2023