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 29, 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
22.42%
-6.33%
0.73%
1.58%
26.59%
-14.13%
22.63%
8.17%
11.65%
-15.21%
6.72%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
5.23%
--
--
--
--
25.12%
-13.32%
23.11%
8.20%
11.80%
-15.14%
7.48%
21.83%
-5.98%
-0.38%
2.67%
26.42%
-14.75%
22.62%
9.74%
11.67%
-15.36%
6.20%
14.18%
-4.54%
-4.78%
4.91%
27.39%
-14.19%
21.83%
11.12%
8.28%
-15.59%
5.32%
14.74%
-5.06%
-5.81%
4.54%
27.22%
-13.94%
21.03%
10.29%
7.68%
-16.04%
5.63%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.15%
5.62%
25.14%
-4.90%
13.15%
2.91%
5.08%
--
--
5.78%
0.88%
4.76%
20.61%
-6.87%
11.65%
2.19%
4.01%
2.49%
7.31%
4.46%
1.49%
6.38%
25.76%
-3.84%
12.87%
3.48%
--
--
--
6.74%
0.92%
5.18%
23.42%
-6.41%
13.77%
3.07%
5.09%
3.14%
--
2.24%
1.34%
4.22%
20.01%
-7.35%
12.48%
2.33%
4.32%
2.77%
--
3.00%
1.56%
4.46%
20.80%
-7.44%
11.80%
1.98%
3.88%
2.21%
--
2.21%
As of March 29, 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