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 January 31, 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
32.50%
14.64%
5.37%
6.82%
27.22%
-0.19%
30.77%
33.19%
31.80%
-29.52%
5.61%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.28%
32.60%
14.80%
5.09%
6.84%
27.23%
-0.10%
30.84%
33.47%
32.01%
-29.42%
5.60%
32.65%
14.71%
5.41%
6.84%
27.18%
-0.22%
30.93%
33.32%
31.95%
-29.48%
5.65%
39.86%
14.67%
7.04%
8.81%
29.28%
-3.17%
37.15%
44.89%
22.11%
-32.12%
10.76%
39.91%
19.11%
2.14%
7.11%
26.04%
-5.30%
35.87%
37.28%
17.75%
-24.59%
9.48%
As of January 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.61%
2.49%
-8.81%
-18.74%
8.52%
9.74%
13.57%
10.98%
10.55%
6.34%
6.28%
5.76%
-0.44%
-8.22%
9.88%
9.54%
12.68%
9.70%
10.28%
9.91%
5.60%
2.48%
-8.75%
-18.60%
8.67%
9.88%
13.64%
11.03%
10.73%
4.74%
5.65%
2.49%
-8.76%
-18.67%
8.62%
9.81%
13.63%
--
--
14.14%
10.76%
5.61%
-6.01%
-17.56%
9.33%
10.48%
15.13%
12.23%
--
24.98%
9.48%
9.79%
0.94%
-9.20%
10.09%
9.85%
14.01%
11.61%
--
10.41%
As of January 31, 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 December 31, 2022