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 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
47.86%
6.16%
-3.61%
8.01%
24.86%
-4.09%
34.99%
40.66%
10.60%
-25.85%
1.20%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.03%
46.85%
-1.75%
2.41%
4.69%
29.65%
-3.20%
37.30%
50.64%
16.03%
-31.00%
3.15%
47.71%
1.06%
1.11%
5.72%
26.86%
0.45%
26.51%
34.11%
10.07%
-22.92%
1.79%
44.49%
3.85%
5.79%
11.00%
28.98%
-4.58%
36.30%
36.37%
10.50%
-25.35%
3.88%
44.87%
5.83%
-0.55%
12.37%
20.07%
-11.70%
35.81%
33.20%
4.02%
-28.46%
1.11%
As of March 27, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.52%
1.60%
7.05%
-15.22%
15.91%
8.08%
10.54%
9.56%
10.60%
8.45%
0.03%
4.33%
10.03%
-10.94%
17.98%
10.70%
11.92%
9.80%
10.06%
9.80%
-3.84%
3.39%
6.97%
-14.81%
14.59%
9.84%
11.54%
10.78%
10.87%
10.56%
-5.21%
2.22%
10.81%
-9.14%
16.30%
7.17%
10.12%
10.00%
11.61%
7.27%
-4.23%
4.72%
9.65%
-12.31%
15.22%
7.43%
11.72%
10.47%
--
10.73%
-5.47%
1.86%
6.81%
-15.77%
11.27%
3.51%
8.13%
9.38%
10.37%
8.87%
As of March 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 February 28, 2023