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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 31, 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
33.27%
15.30%
-1.10%
20.35%
14.86%
-8.24%
23.31%
-5.45%
30.27%
-4.74%
0.15%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.50%
30.54%
18.02%
2.37%
31.39%
8.77%
-7.47%
24.75%
-3.81%
26.15%
2.45%
-2.74%
30.07%
13.80%
-0.73%
20.29%
15.78%
-2.74%
23.28%
1.79%
25.37%
-0.52%
-0.53%
--
--
--
--
20.21%
-10.04%
23.42%
11.74%
42.55%
0.20%
1.99%
33.23%
14.39%
-4.98%
19.79%
13.14%
-12.41%
26.74%
4.80%
28.10%
-12.28%
1.31%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.40%
0.15%
10.41%
-4.98%
22.43%
6.49%
9.35%
9.55%
--
8.52%
3.67%
7.50%
15.62%
-7.73%
18.60%
11.19%
12.24%
10.06%
10.37%
9.90%
-2.67%
-2.74%
9.59%
-4.85%
20.51%
7.66%
10.75%
7.84%
--
5.86%
-1.13%
-0.53%
12.42%
-0.87%
19.01%
9.29%
10.51%
10.02%
--
8.93%
-1.02%
1.99%
15.80%
-3.60%
31.16%
12.55%
--
--
--
12.84%
-3.12%
1.31%
11.70%
-9.44%
20.45%
6.35%
8.60%
8.51%
10.45%
8.85%
As of March 31, 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
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--
--
--
--
As of February 28, 2023