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 28, 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
38.07%
7.36%
-4.55%
28.88%
11.05%
-13.72%
28.03%
1.16%
27.72%
-13.88%
0.58%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.87%
32.91%
6.45%
-0.72%
29.65%
11.48%
-8.55%
26.51%
4.39%
25.13%
-6.91%
0.04%
29.40%
7.00%
-2.86%
26.04%
12.42%
-13.38%
25.70%
-7.02%
22.29%
-9.99%
-1.71%
--
--
--
--
--
--
--
--
31.29%
-5.75%
-2.43%
--
--
--
--
--
--
--
--
--
-14.26%
2.71%
As of March 28, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.51%
2.12%
9.18%
-10.18%
20.00%
4.83%
8.68%
8.02%
9.68%
10.33%
0.17%
5.43%
7.73%
-11.71%
17.92%
10.73%
11.86%
9.85%
10.08%
9.79%
-6.15%
1.46%
9.57%
-2.72%
21.20%
7.56%
9.90%
9.56%
11.00%
9.75%
-7.74%
-0.37%
6.29%
-7.54%
14.93%
2.66%
6.50%
7.41%
9.00%
10.65%
-7.13%
-1.23%
5.96%
-8.26%
--
--
--
--
--
19.11%
-7.93%
5.70%
11.52%
-12.20%
--
--
--
--
--
-6.09%
As of March 28, 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