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
39.64%
6.23%
-7.63%
23.03%
11.26%
-19.41%
21.79%
0.00%
31.96%
-8.82%
0.04%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.87%
30.50%
6.22%
-7.21%
20.75%
11.26%
-18.96%
18.77%
8.24%
29.24%
-9.49%
-1.76%
34.87%
-2.42%
-8.17%
25.35%
2.68%
-13.50%
21.44%
-1.38%
24.73%
-4.40%
-3.26%
32.76%
1.19%
-1.93%
19.60%
5.58%
-12.50%
19.36%
-2.39%
25.55%
-17.89%
1.87%
30.74%
4.98%
-5.89%
30.07%
6.28%
-11.66%
22.14%
-0.78%
31.87%
-14.48%
-1.65%
As of March 28, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.49%
1.58%
10.07%
-9.10%
27.10%
4.44%
6.95%
8.00%
--
7.15%
0.17%
5.43%
7.73%
-11.71%
17.92%
10.73%
11.86%
9.85%
10.08%
9.79%
-7.69%
-0.30%
4.75%
-10.62%
25.10%
4.80%
6.30%
7.02%
9.00%
8.79%
-7.67%
-1.69%
7.00%
-9.55%
19.73%
4.16%
5.12%
--
--
9.15%
-6.85%
3.82%
11.43%
-11.04%
18.75%
1.87%
4.62%
5.54%
8.79%
9.40%
-8.82%
0.42%
3.78%
-14.92%
20.90%
3.75%
6.79%
6.92%
--
4.69%
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