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 27, 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
25.15%
15.26%
3.93%
13.92%
41.23%
-5.44%
47.87%
43.62%
29.59%
-29.86%
16.33%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
4.21%
38.15%
25.08%
-1.54%
25.36%
37.79%
-4.62%
48.21%
38.73%
26.89%
-39.83%
18.09%
53.61%
2.44%
21.67%
7.00%
37.64%
6.17%
19.25%
52.55%
6.55%
-45.54%
14.85%
33.96%
14.82%
9.50%
12.94%
37.20%
2.26%
41.80%
45.11%
25.72%
-35.91%
16.57%
30.68%
13.42%
12.12%
5.80%
42.15%
12.45%
34.33%
52.87%
12.30%
-35.65%
13.85%
As of March 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.67%
17.14%
19.58%
-9.00%
21.33%
15.86%
17.32%
13.20%
12.42%
9.46%
-0.54%
4.30%
13.26%
-9.88%
15.69%
7.43%
8.53%
6.33%
8.56%
7.26%
3.25%
19.83%
16.54%
-18.06%
14.84%
10.87%
16.93%
14.29%
--
12.00%
3.79%
17.70%
12.25%
-23.88%
5.02%
3.41%
12.65%
13.11%
--
12.39%
5.53%
17.98%
16.09%
-15.48%
16.64%
13.34%
16.99%
13.93%
13.04%
8.77%
4.54%
15.71%
15.29%
-13.85%
12.15%
11.73%
15.84%
13.49%
13.14%
8.72%
As of March 27, 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