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 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
30.68%
13.42%
12.12%
5.80%
42.15%
12.45%
34.33%
52.87%
12.30%
-35.65%
15.43%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
5.64%
38.15%
25.08%
-1.54%
25.36%
37.79%
-4.62%
48.21%
38.73%
26.89%
-39.83%
20.28%
53.61%
2.44%
21.67%
7.00%
37.64%
6.17%
19.25%
52.55%
6.55%
-45.54%
16.08%
33.96%
14.82%
9.50%
12.94%
37.20%
2.26%
41.80%
45.11%
25.72%
-35.91%
18.12%
25.15%
15.26%
3.93%
13.92%
41.23%
-5.44%
47.87%
43.62%
29.59%
-29.86%
18.31%
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
5.87%
15.21%
16.37%
-16.64%
12.67%
11.89%
15.89%
13.62%
13.24%
8.78%
1.09%
5.26%
14.86%
-10.46%
16.22%
7.60%
8.64%
6.47%
8.65%
7.31%
4.77%
19.83%
18.95%
-19.71%
15.55%
11.23%
17.08%
14.46%
--
12.12%
4.45%
16.11%
11.96%
-26.47%
5.39%
3.48%
12.73%
13.26%
--
12.46%
6.76%
17.93%
18.19%
-17.26%
17.16%
13.48%
17.10%
14.05%
13.22%
8.84%
7.78%
18.00%
23.94%
-10.45%
22.02%
15.95%
17.52%
13.33%
12.52%
9.54%
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
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--
--
--
--
As of February 28, 2023