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 June 01, 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
4.41%
2.33%
-3.04%
12.98%
5.12%
-2.69%
13.59%
5.21%
3.32%
-8.76%
3.44%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
2.69%
--
--
--
--
7.15%
-3.51%
14.11%
3.03%
4.38%
-7.12%
4.08%
--
--
--
--
--
--
11.44%
5.51%
2.76%
-7.87%
3.50%
5.86%
0.77%
-6.77%
14.43%
6.48%
-3.27%
14.88%
4.95%
3.99%
-12.20%
3.77%
7.72%
-0.12%
-4.61%
14.96%
5.75%
-0.72%
10.22%
3.27%
4.76%
-5.44%
3.46%
As of June 01, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
0.60%
2.78%
1.91%
1.21%
2.31%
2.77%
3.22%
3.09%
--
2.94%
0.10%
2.86%
1.21%
-1.58%
-3.56%
0.93%
1.42%
2.76%
3.03%
4.33%
1.16%
2.07%
2.92%
2.89%
3.10%
3.12%
--
--
--
3.40%
-0.01%
2.98%
1.84%
0.94%
1.42%
2.84%
--
--
--
2.46%
-0.16%
1.96%
1.55%
-0.91%
1.34%
2.24%
2.78%
4.42%
--
4.24%
0.35%
1.63%
2.02%
2.05%
4.36%
2.76%
3.42%
--
--
4.16%
As of June 01, 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