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)
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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
52.09%
31.16%
5.70%
-19.53%
25.44%
-14.41%
25.51%
23.80%
5.70%
-19.25%
-2.47%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
9.55%
62.24%
36.34%
1.73%
-22.90%
22.28%
-0.19%
18.65%
25.66%
1.54%
-10.83%
-4.29%
55.69%
28.13%
10.95%
-19.24%
15.30%
-1.76%
4.65%
11.31%
14.58%
-2.16%
-4.98%
60.80%
29.45%
1.64%
-23.20%
12.05%
-15.32%
25.62%
14.68%
-10.53%
-9.83%
-3.07%
47.61%
25.42%
0.27%
-5.21%
21.82%
-1.33%
22.26%
28.00%
15.20%
-12.24%
-5.75%
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
-1.41%
-1.98%
-5.27%
0.15%
-0.54%
2.29%
5.76%
10.01%
8.80%
8.10%
1.99%
5.15%
5.59%
4.83%
11.91%
7.82%
8.55%
6.31%
8.32%
7.41%
-0.78%
-4.47%
-6.36%
7.09%
1.94%
3.73%
7.72%
8.76%
--
8.42%
-3.12%
-2.89%
-4.77%
-0.08%
6.51%
3.88%
7.20%
11.79%
--
10.73%
-4.07%
-4.66%
-5.54%
-3.32%
-1.65%
-0.27%
3.33%
8.28%
--
7.47%
-4.66%
-4.96%
-4.54%
-4.90%
5.04%
7.05%
9.89%
12.17%
--
10.77%
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
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--
--
--
--
As of April 30, 2023