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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 28, 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
37.31%
15.12%
-2.30%
13.31%
24.41%
-6.28%
29.54%
13.97%
28.30%
-11.46%
1.56%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.87%
34.53%
13.38%
-2.64%
15.28%
18.16%
-7.87%
26.20%
9.97%
30.96%
-8.25%
-0.85%
--
--
--
8.92%
22.88%
-9.57%
23.94%
6.58%
27.31%
-9.64%
-0.05%
--
--
--
20.48%
16.29%
-5.86%
26.37%
-3.32%
33.41%
-0.44%
-4.45%
--
--
--
18.77%
18.75%
-9.49%
28.86%
-9.90%
35.30%
-5.63%
-4.02%
As of March 28, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.35%
2.84%
10.90%
-7.75%
19.42%
10.53%
11.78%
9.82%
--
8.94%
0.17%
5.43%
7.73%
-11.71%
17.92%
10.73%
11.86%
9.85%
10.08%
9.79%
-3.61%
0.32%
7.10%
-9.72%
21.74%
9.58%
10.78%
--
--
11.60%
-1.12%
0.90%
8.07%
-6.59%
16.84%
6.96%
--
--
--
7.21%
-5.11%
-3.53%
3.72%
-8.17%
20.79%
8.50%
--
--
--
9.75%
-8.23%
-2.88%
6.07%
-12.34%
20.98%
5.99%
--
--
--
8.49%
As of March 28, 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