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 (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 30, 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
22.35%
3.82%
-2.22%
8.40%
24.35%
-9.12%
26.58%
16.33%
18.67%
-18.37%
6.34%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
6.40%
--
--
--
--
40.01%
-9.57%
34.28%
40.54%
2.41%
-31.70%
11.45%
23.95%
2.08%
-1.77%
8.37%
23.57%
-6.22%
30.00%
18.61%
26.03%
-16.32%
8.20%
22.95%
3.67%
-1.86%
8.51%
24.49%
-9.76%
26.82%
16.61%
18.27%
-18.01%
6.07%
17.41%
10.60%
2.92%
7.51%
18.58%
-1.42%
21.03%
3.04%
13.95%
-10.34%
1.21%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.31%
6.34%
16.86%
-9.46%
14.63%
6.75%
8.14%
6.05%
--
6.04%
1.99%
6.40%
21.59%
-6.37%
11.90%
2.38%
4.12%
2.57%
7.37%
4.51%
2.34%
11.45%
28.18%
-11.71%
12.76%
5.49%
--
--
--
9.78%
4.90%
8.20%
17.31%
-8.44%
17.30%
10.86%
9.99%
7.10%
8.55%
5.22%
1.77%
6.07%
16.77%
-9.39%
15.12%
6.65%
8.13%
--
--
6.46%
3.42%
1.21%
9.94%
-6.93%
7.60%
5.04%
6.87%
--
--
7.84%
As of March 30, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of February 28, 2023