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 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
41.40%
25.14%
6.84%
-2.76%
21.77%
6.28%
20.44%
13.34%
26.04%
-2.09%
-5.76%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
9.55%
36.58%
27.19%
5.26%
1.01%
25.45%
9.58%
22.35%
17.67%
24.46%
-7.10%
-8.84%
35.78%
17.29%
5.98%
-6.03%
20.44%
2.83%
23.22%
12.75%
19.59%
-4.93%
-1.91%
41.24%
25.14%
6.17%
-2.69%
22.28%
5.81%
20.80%
15.56%
23.41%
-4.46%
-4.88%
42.67%
25.47%
7.12%
-3.21%
23.26%
5.58%
21.86%
18.27%
20.56%
-5.62%
-4.67%
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
-3.17%
-0.38%
-6.27%
-1.69%
10.34%
10.88%
11.81%
11.75%
9.72%
8.63%
1.99%
5.15%
5.59%
4.83%
11.91%
7.82%
8.55%
6.31%
8.32%
7.41%
-3.28%
-5.97%
-10.76%
-7.33%
8.23%
8.55%
12.43%
11.80%
--
10.45%
-2.80%
2.18%
-2.30%
-0.04%
8.22%
9.65%
9.65%
9.88%
8.78%
7.42%
-3.01%
0.10%
-5.05%
-1.05%
9.23%
10.23%
11.56%
11.72%
10.06%
8.09%
-2.78%
-0.20%
-5.22%
-0.76%
8.80%
9.94%
11.84%
11.99%
--
9.79%
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
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--
--
--
--
As of April 30, 2023