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 21, 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
--
--
9.53%
11.54%
64.01%
-16.58%
75.84%
65.79%
57.04%
-56.41%
20.93%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.67%
--
--
9.34%
11.56%
64.27%
-16.99%
76.02%
64.27%
47.87%
0.00%
--
33.23%
12.92%
5.56%
7.03%
30.04%
-1.53%
36.05%
38.27%
27.60%
-29.18%
11.05%
33.14%
12.78%
5.50%
7.01%
29.95%
-1.65%
35.86%
38.26%
27.43%
-29.31%
11.10%
41.56%
16.07%
4.08%
-2.25%
20.69%
-5.74%
28.02%
36.84%
12.02%
-13.09%
4.75%
As of March 21, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.15%
16.27%
10.48%
-31.46%
35.99%
13.14%
--
--
--
18.98%
0.30%
3.66%
6.56%
-8.73%
22.15%
10.02%
12.12%
9.83%
9.93%
9.82%
--
--
--
--
--
--
--
--
--
--
3.52%
8.82%
7.18%
-11.28%
22.18%
12.19%
14.33%
--
--
14.59%
3.52%
8.93%
7.20%
-11.40%
22.02%
12.07%
14.25%
11.73%
10.89%
6.08%
-1.12%
3.60%
10.53%
0.79%
22.54%
10.46%
11.80%
10.78%
--
9.48%
As of March 21, 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