Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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

Loading chart...
Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
--
--
--
9.72%
21.67%
-3.65%
32.44%
12.40%
26.73%
-14.14%
6.94%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
10.29%
32.98%
13.59%
-1.57%
13.77%
22.73%
-7.50%
32.54%
11.94%
27.46%
-15.84%
7.57%
--
--
--
--
22.83%
-5.80%
31.65%
18.80%
28.87%
-19.97%
10.68%
--
--
--
--
23.80%
-7.77%
26.58%
9.80%
19.53%
-18.87%
10.58%
--
--
--
--
22.91%
-3.90%
30.07%
17.52%
27.71%
-18.97%
7.40%
As of May 26, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.81%
5.07%
3.24%
3.91%
12.43%
10.56%
--
--
--
10.66%
3.86%
6.39%
5.37%
5.45%
13.81%
11.02%
11.93%
9.93%
9.97%
9.94%
3.01%
4.14%
3.28%
3.15%
13.20%
9.59%
10.89%
9.50%
--
8.87%
3.73%
6.25%
5.64%
5.12%
13.08%
10.47%
--
--
--
11.96%
4.01%
6.34%
5.57%
-0.08%
9.73%
6.65%
--
--
--
8.48%
2.48%
3.66%
2.53%
3.98%
13.24%
9.83%
--
--
--
11.55%
As of May 26, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2023