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
33.40%
12.27%
-7.22%
13.42%
14.68%
-12.25%
32.15%
9.13%
23.02%
-14.35%
5.70%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
31.90%
11.06%
-2.08%
8.52%
17.51%
-8.90%
26.87%
13.07%
26.90%
-11.77%
4.65%
37.18%
7.81%
2.25%
8.40%
12.72%
-12.91%
32.78%
16.11%
28.55%
-25.23%
7.84%
41.22%
10.92%
-3.66%
5.85%
12.92%
-16.10%
30.21%
10.46%
21.32%
-10.80%
4.68%
35.11%
11.44%
0.28%
28.16%
18.52%
-10.64%
24.47%
21.66%
27.87%
-17.81%
9.02%
As of January 27, 2023.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.83%
8.06%
4.66%
1.59%
7.05%
6.05%
9.11%
8.45%
9.99%
9.69%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
4.60%
9.06%
4.06%
2.45%
9.55%
7.74%
10.15%
7.99%
10.04%
7.88%
8.49%
9.54%
1.96%
-6.70%
6.30%
5.98%
9.07%
8.45%
9.42%
9.33%
4.26%
9.06%
4.23%
1.86%
7.78%
5.32%
8.63%
--
--
10.59%
9.01%
9.40%
7.66%
2.67%
11.91%
8.17%
12.77%
10.29%
11.42%
9.89%
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