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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 30, 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
42.01%
2.37%
0.30%
8.79%
24.68%
-6.91%
27.66%
43.41%
-1.25%
-26.75%
6.16%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
43.46%
-1.12%
1.20%
13.83%
22.97%
-5.54%
16.79%
32.34%
21.63%
-25.86%
2.71%
43.55%
1.49%
0.83%
20.35%
19.18%
-8.69%
14.25%
17.77%
21.01%
-29.00%
0.02%
38.26%
4.01%
-2.63%
10.88%
21.87%
-5.69%
32.75%
35.43%
5.66%
-28.44%
5.86%
43.36%
6.19%
-1.14%
10.46%
22.26%
-9.44%
28.76%
34.70%
2.85%
-26.49%
4.22%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.70%
6.16%
10.73%
-13.58%
11.58%
4.81%
8.78%
8.89%
--
7.94%
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
-4.83%
2.71%
5.36%
-17.90%
20.44%
5.79%
9.23%
--
--
9.13%
-5.29%
0.02%
6.62%
-17.64%
15.95%
0.95%
7.26%
8.50%
--
7.10%
-2.96%
5.86%
9.05%
-15.02%
12.28%
5.86%
8.63%
9.28%
--
8.44%
-4.32%
4.22%
8.24%
-13.25%
12.46%
3.90%
8.32%
--
--
10.22%
As of March 30, 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