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 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
42.26%
4.01%
2.70%
22.07%
14.47%
-4.39%
20.99%
19.22%
22.37%
-21.32%
0.99%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
10.29%
42.63%
3.96%
2.50%
22.16%
14.53%
-4.19%
20.98%
19.48%
22.42%
-21.26%
1.17%
42.85%
3.75%
2.97%
21.38%
14.69%
-4.57%
21.15%
19.67%
22.48%
-21.15%
0.93%
43.55%
1.49%
0.83%
20.35%
19.18%
-8.69%
14.25%
17.77%
21.01%
-29.00%
3.81%
38.26%
4.01%
-2.63%
10.88%
21.87%
-5.69%
32.75%
35.43%
5.66%
-28.44%
7.19%
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
4.16%
-4.98%
-5.15%
-2.59%
10.76%
4.16%
9.37%
9.30%
10.58%
8.27%
3.86%
6.39%
5.37%
5.45%
13.81%
11.02%
11.93%
9.93%
9.97%
9.94%
4.28%
-5.00%
-5.02%
-2.52%
10.89%
4.29%
9.47%
9.77%
10.79%
6.16%
4.22%
-4.81%
-4.94%
-2.44%
10.90%
4.28%
9.42%
--
--
11.93%
6.29%
-1.72%
-4.24%
-1.43%
9.00%
0.43%
7.28%
8.56%
--
7.27%
2.42%
-1.29%
1.96%
2.37%
4.49%
4.98%
8.36%
8.71%
--
8.44%
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
--
--
--
--
--
As of April 30, 2023