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 30, 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
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
17.68%
5.16%
-3.99%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
6.50%
20.46%
12.87%
-14.56%
11.63%
15.03%
1.09%
25.20%
6.25%
14.16%
0.69%
-1.16%
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
17.11%
1.22%
-3.92%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
15.26%
0.27%
-3.99%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-5.10%
-1.65%
As of March 30, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.25%
-3.99%
4.74%
-4.94%
11.59%
9.20%
9.22%
7.87%
10.81%
8.85%
1.91%
6.50%
16.90%
-9.37%
15.59%
7.76%
8.73%
6.53%
8.70%
7.34%
3.72%
-1.16%
8.89%
-4.08%
13.21%
9.32%
7.56%
7.40%
11.67%
10.67%
3.73%
-3.92%
4.49%
-7.03%
8.13%
8.74%
--
--
--
8.25%
2.35%
-3.99%
3.49%
-7.74%
9.65%
9.32%
8.99%
7.25%
11.71%
12.04%
1.74%
-1.65%
7.13%
-8.31%
7.65%
5.36%
5.77%
6.31%
8.47%
7.08%
As of March 30, 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