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 29, 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
35.61%
10.12%
7.08%
-0.18%
31.24%
-1.95%
30.08%
32.62%
16.53%
-35.36%
11.58%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
32.95%
8.98%
4.33%
2.05%
28.53%
1.08%
33.18%
38.09%
21.55%
-39.50%
12.30%
33.62%
9.36%
1.96%
6.45%
22.09%
-2.11%
28.80%
41.34%
21.57%
-33.65%
13.87%
30.97%
11.48%
1.40%
7.85%
21.46%
-5.99%
28.33%
22.11%
23.76%
-20.71%
5.89%
33.48%
11.93%
-2.52%
7.34%
24.83%
-6.47%
28.59%
31.81%
22.60%
-32.14%
11.34%
As of March 29, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.03%
11.25%
12.37%
-19.77%
10.41%
6.79%
10.60%
8.58%
--
8.07%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
5.37%
12.01%
7.28%
-24.73%
9.50%
8.29%
10.83%
8.10%
8.81%
9.27%
3.73%
13.42%
12.53%
-16.80%
15.32%
9.28%
11.21%
9.16%
9.05%
4.81%
2.12%
5.65%
11.45%
-12.41%
17.23%
9.04%
10.47%
8.43%
8.45%
7.91%
4.28%
11.02%
10.32%
-18.99%
12.63%
7.88%
10.06%
8.95%
--
8.22%
As of March 29, 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