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
39.51%
6.56%
-4.17%
19.97%
14.93%
-11.77%
26.49%
19.35%
16.45%
-19.80%
1.28%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
10.75%
41.32%
5.85%
-2.07%
26.61%
13.15%
-8.49%
22.82%
11.28%
26.60%
-16.19%
-1.15%
37.70%
7.63%
-3.76%
18.44%
16.26%
-9.33%
27.32%
19.16%
17.56%
-17.54%
1.44%
38.76%
5.01%
-4.44%
21.37%
14.68%
-11.14%
25.81%
20.20%
14.80%
-20.49%
1.14%
41.04%
5.53%
-1.80%
26.62%
13.05%
-8.55%
22.56%
11.45%
26.82%
-16.06%
-1.28%
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
-0.73%
-6.71%
-4.75%
-3.02%
9.79%
3.44%
7.77%
--
--
10.76%
1.48%
7.31%
4.44%
4.73%
13.15%
10.99%
12.10%
9.83%
9.82%
9.94%
-0.80%
-8.84%
-7.64%
-6.22%
13.36%
3.79%
8.99%
8.72%
9.96%
9.14%
-1.05%
-5.91%
-4.56%
-2.63%
10.26%
5.01%
8.54%
8.50%
--
8.46%
0.18%
-6.44%
-5.25%
-2.99%
9.32%
2.84%
7.53%
--
--
9.61%
-0.93%
-8.77%
-7.69%
-6.20%
13.48%
3.83%
8.96%
9.04%
--
8.86%
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