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 (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 24, 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
42.92%
2.71%
4.64%
9.86%
27.61%
-5.58%
34.94%
35.01%
9.35%
-26.11%
2.73%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
44.97%
-2.92%
1.20%
3.45%
28.13%
-4.32%
35.71%
48.90%
14.74%
-31.78%
1.99%
46.49%
1.21%
-3.54%
7.68%
19.29%
-3.29%
36.61%
46.53%
13.29%
-28.65%
2.60%
47.17%
-0.79%
-2.61%
7.26%
40.35%
-5.30%
36.46%
58.34%
-6.45%
-32.78%
-0.62%
39.45%
4.42%
-4.96%
9.59%
24.62%
-5.83%
35.47%
49.33%
6.00%
-27.10%
3.15%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.80%
2.96%
7.34%
-14.44%
15.13%
6.17%
10.53%
9.21%
--
9.52%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-4.29%
1.38%
5.06%
-17.15%
14.40%
8.45%
10.22%
9.54%
9.79%
9.55%
-4.40%
2.45%
7.21%
-13.58%
16.32%
9.07%
10.22%
8.35%
9.34%
9.77%
-7.83%
0.38%
-1.18%
-22.47%
9.36%
4.08%
9.32%
8.91%
10.09%
9.28%
-5.53%
3.57%
7.97%
-14.31%
17.17%
8.18%
9.85%
8.27%
10.18%
8.04%
As of March 24, 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
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--
--
--
--
As of February 28, 2023