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
41.28%
5.40%
-2.15%
26.77%
13.17%
-8.63%
22.67%
11.47%
26.74%
-16.27%
-1.16%
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%
41.04%
5.53%
-1.80%
26.62%
13.05%
-8.55%
22.56%
11.45%
26.82%
-16.06%
-1.28%
--
4.85%
-3.32%
20.06%
15.43%
-11.15%
25.86%
11.46%
26.69%
-16.13%
-1.18%
--
--
--
--
--
--
29.12%
19.56%
19.28%
-17.28%
1.36%
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
-0.80%
-8.86%
-7.66%
-6.25%
13.41%
3.77%
8.92%
--
--
11.28%
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%
-0.93%
-8.77%
-7.69%
-6.20%
13.48%
3.83%
8.96%
9.04%
--
8.86%
-0.84%
-8.85%
-7.64%
-6.11%
13.52%
4.08%
--
--
--
7.89%
-0.95%
-7.12%
-4.63%
-2.05%
11.69%
5.50%
--
--
--
6.40%
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