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 20, 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
2.42%
30.74%
4.32%
5.29%
4.45%
-6.02%
27.67%
-3.13%
41.35%
-25.31%
-0.73%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
3.24%
0.78%
28.99%
2.23%
5.16%
4.65%
-5.43%
30.04%
-8.81%
40.64%
-25.09%
-1.63%
-0.74%
30.98%
2.24%
6.36%
5.77%
-3.78%
28.72%
-5.50%
42.09%
-27.81%
-1.05%
1.56%
27.75%
1.47%
5.53%
8.15%
-5.89%
27.48%
-10.99%
40.60%
-25.03%
-1.16%
4.18%
31.90%
7.15%
7.62%
7.63%
-4.74%
31.07%
-2.18%
41.48%
-26.63%
-0.07%
As of March 20, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-8.00%
0.19%
-3.99%
-19.85%
14.39%
5.77%
5.90%
5.10%
7.00%
7.90%
-3.60%
3.67%
5.64%
-9.55%
19.31%
6.67%
8.40%
6.47%
8.48%
7.23%
-7.57%
-0.60%
-4.89%
-20.09%
13.16%
4.65%
4.96%
4.51%
7.86%
8.70%
-7.22%
-0.16%
-4.56%
-20.97%
13.58%
4.99%
5.47%
5.35%
8.49%
9.61%
-8.29%
0.18%
-5.45%
-19.34%
12.25%
3.50%
4.77%
4.86%
8.39%
8.71%
-8.21%
1.28%
-4.09%
-19.90%
16.15%
6.46%
7.30%
7.17%
8.82%
8.36%
As of March 20, 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