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 (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 23, 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
40.72%
23.37%
19.91%
7.85%
13.27%
3.03%
24.16%
15.31%
27.00%
-12.98%
4.43%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
0.68%
--
23.18%
21.63%
7.56%
13.45%
2.55%
24.20%
15.99%
27.15%
-12.32%
4.08%
--
--
--
--
--
--
--
--
--
--
4.16%
38.57%
21.60%
17.85%
9.94%
11.75%
0.59%
23.71%
15.00%
24.54%
-14.97%
3.04%
39.90%
23.09%
19.50%
7.61%
12.86%
2.71%
23.92%
15.04%
26.68%
-13.02%
4.39%
As of March 23, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.22%
3.90%
8.56%
-2.38%
19.56%
11.38%
14.40%
--
--
15.11%
-3.57%
0.00%
5.88%
-8.88%
23.21%
8.85%
8.08%
6.15%
8.82%
7.51%
-0.63%
3.69%
8.41%
-2.07%
20.22%
11.45%
--
--
--
13.94%
-0.39%
3.64%
7.75%
-3.24%
--
--
--
--
--
-2.67%
-1.45%
2.68%
6.87%
-5.85%
18.29%
9.46%
12.95%
9.89%
7.60%
4.51%
-0.23%
3.86%
8.35%
-2.45%
19.38%
11.11%
14.09%
10.79%
8.25%
6.17%
As of March 23, 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 February 28, 2023