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 January 27, 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
31.30%
13.40%
1.66%
1.68%
31.44%
-3.03%
31.94%
22.46%
24.36%
-20.07%
6.67%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
32.62%
12.12%
-2.41%
4.37%
18.13%
-2.22%
30.58%
21.04%
26.80%
-21.01%
5.55%
32.88%
13.05%
1.48%
1.56%
32.48%
-6.01%
30.88%
20.89%
26.06%
-17.50%
7.09%
30.37%
13.65%
4.28%
3.17%
26.18%
-2.00%
36.58%
18.44%
29.50%
-22.50%
5.54%
--
--
0.85%
13.30%
21.54%
-7.01%
30.22%
13.83%
27.25%
-16.46%
6.47%
As of January 27, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.11%
7.94%
3.97%
-4.05%
8.92%
8.89%
12.35%
9.91%
9.46%
9.67%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
5.69%
10.09%
5.22%
-4.75%
8.41%
8.83%
10.77%
--
--
10.60%
7.43%
8.57%
4.92%
-2.18%
10.17%
9.11%
12.51%
--
--
10.41%
5.79%
6.52%
0.55%
-8.29%
7.27%
9.03%
12.41%
9.93%
10.30%
6.50%
6.63%
7.44%
3.30%
-2.93%
8.87%
7.72%
--
--
--
10.38%
As of January 27, 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 December 31, 2022