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)
--
--
--
--
--
--
--
--
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
42.02%
4.28%
-5.54%
24.53%
13.81%
-11.42%
21.91%
11.85%
28.27%
-16.30%
1.62%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
10.29%
--
4.85%
-3.32%
20.06%
15.43%
-11.15%
25.86%
11.46%
26.69%
-16.13%
-0.23%
36.35%
0.77%
-9.57%
23.48%
30.64%
-20.74%
35.39%
18.45%
32.69%
-26.28%
-1.65%
41.32%
5.85%
-2.07%
26.61%
13.15%
-8.49%
22.82%
11.28%
26.60%
-16.19%
-0.23%
45.21%
3.64%
-5.00%
20.65%
12.79%
-13.12%
22.20%
20.88%
18.68%
-21.93%
-3.38%
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
2.72%
-6.37%
-3.94%
-2.23%
15.56%
4.58%
8.28%
9.25%
--
8.38%
3.86%
6.39%
5.37%
5.45%
13.81%
11.02%
11.93%
9.93%
9.97%
9.94%
2.65%
-7.53%
-6.04%
-4.43%
14.10%
4.52%
--
--
--
8.00%
0.87%
-8.67%
-8.90%
-8.22%
10.41%
3.54%
7.56%
6.26%
7.97%
8.24%
2.60%
-7.60%
-6.15%
-4.46%
13.98%
4.21%
9.07%
9.00%
10.29%
9.19%
3.61%
-8.43%
-6.97%
-7.12%
9.12%
1.15%
6.69%
6.57%
--
5.34%
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