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)
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--
--
--
--
--
--
--
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

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
35.27%
7.69%
6.29%
1.46%
29.56%
1.58%
36.32%
30.30%
22.42%
-31.84%
7.50%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
28.43%
14.01%
1.18%
7.60%
25.89%
-4.11%
31.19%
29.67%
20.88%
-25.64%
6.19%
31.79%
13.11%
5.67%
2.94%
21.76%
-1.22%
32.90%
26.15%
22.57%
-21.31%
5.99%
35.57%
10.92%
2.12%
3.56%
22.29%
-0.94%
36.75%
27.27%
12.66%
-30.52%
5.89%
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
23.90%
-31.42%
8.35%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.15%
7.73%
-2.56%
-13.85%
4.24%
8.11%
12.09%
9.95%
10.69%
10.31%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
6.90%
7.23%
0.72%
-7.88%
6.66%
7.59%
11.60%
9.50%
10.03%
8.40%
6.67%
7.08%
2.41%
-6.83%
8.09%
9.56%
12.25%
10.21%
10.23%
9.27%
6.60%
4.99%
-0.42%
-11.34%
1.04%
5.65%
10.16%
9.24%
--
8.81%
9.08%
9.16%
-0.20%
-12.65%
5.80%
9.64%
12.52%
--
--
13.27%
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
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--
--
--
--
As of December 31, 2022