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
-5.01%
21.74%
-7.12%
-1.64%
36.08%
-6.69%
6.49%
14.83%
21.49%
-8.94%
0.67%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
6.57%
--
--
--
--
--
--
--
15.15%
21.71%
-9.29%
0.24%
0.25%
38.34%
-4.80%
1.68%
37.24%
-5.45%
11.10%
12.37%
29.05%
-15.97%
9.45%
-5.67%
53.78%
-5.09%
5.16%
49.76%
-21.34%
-0.66%
6.66%
30.83%
-9.35%
1.03%
-3.53%
20.35%
-6.47%
-0.06%
38.51%
-7.55%
4.85%
18.54%
23.72%
-9.46%
3.24%
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
4.37%
7.77%
-2.89%
2.29%
19.87%
6.51%
6.44%
--
--
5.34%
-1.26%
2.56%
6.01%
2.89%
8.21%
2.32%
3.84%
2.13%
6.74%
4.49%
4.62%
7.07%
-3.60%
1.34%
19.28%
--
--
--
--
6.45%
3.55%
3.82%
0.30%
7.47%
22.14%
7.63%
9.80%
4.82%
14.10%
13.28%
5.23%
3.38%
1.32%
7.87%
23.30%
2.57%
8.78%
4.28%
13.52%
13.68%
4.44%
6.60%
-0.62%
5.68%
20.29%
7.42%
7.45%
3.10%
--
2.66%
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