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 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
14.61%
-4.74%
-4.18%
4.81%
27.45%
-14.43%
21.75%
10.69%
9.00%
-16.09%
6.84%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
5.91%
21.83%
-5.98%
-0.38%
2.67%
26.42%
-14.75%
22.62%
9.74%
11.67%
-15.36%
8.38%
14.18%
-4.54%
-4.78%
4.91%
27.39%
-14.19%
21.83%
11.12%
8.28%
-15.59%
6.84%
14.74%
-5.06%
-5.81%
4.54%
27.22%
-13.94%
21.03%
10.29%
7.68%
-16.04%
6.84%
14.00%
-3.25%
-5.65%
4.84%
26.87%
-13.82%
21.90%
9.81%
8.82%
-15.37%
6.70%
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
-1.80%
1.65%
4.00%
1.30%
7.44%
2.52%
4.41%
--
--
3.87%
-2.45%
0.87%
3.07%
0.40%
7.05%
2.35%
3.94%
2.05%
6.63%
4.46%
-2.16%
2.33%
5.12%
3.68%
8.61%
3.37%
5.08%
2.79%
--
2.35%
-1.67%
1.73%
3.96%
1.64%
7.44%
2.73%
4.43%
2.35%
--
3.06%
-1.98%
1.67%
3.76%
1.34%
6.91%
2.33%
3.96%
1.72%
--
2.26%
-1.83%
1.71%
3.98%
1.75%
7.50%
2.76%
4.35%
2.33%
--
3.12%
As of June 01, 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