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 24, 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
25.71%
-9.64%
-22.18%
25.57%
-1.80%
-19.35%
9.97%
-33.47%
53.44%
60.26%
-10.54%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
3.82%
25.83%
-9.94%
-23.23%
29.19%
-2.50%
-19.96%
9.27%
-33.06%
56.21%
62.86%
-10.49%
26.25%
-8.70%
-21.47%
28.02%
-0.90%
-18.21%
11.74%
-32.51%
53.31%
64.17%
-10.04%
--
-9.89%
-23.12%
27.11%
-2.31%
-19.98%
9.07%
-33.15%
55.69%
63.09%
-10.44%
--
--
--
--
-2.31%
-20.98%
3.21%
-28.10%
69.15%
47.43%
-9.00%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.08%
-10.60%
8.99%
4.04%
47.26%
6.88%
2.54%
2.67%
8.42%
6.31%
-0.35%
3.75%
11.25%
-9.98%
17.40%
7.55%
8.48%
6.44%
8.55%
7.25%
-7.90%
-10.32%
10.81%
4.25%
49.91%
7.45%
2.88%
3.01%
--
6.83%
-7.05%
-9.62%
12.79%
5.40%
48.52%
8.46%
3.77%
3.70%
9.41%
7.78%
-7.81%
-10.17%
11.09%
4.51%
49.54%
7.37%
--
--
--
1.80%
-7.75%
-9.16%
9.00%
-2.21%
52.41%
7.02%
--
--
--
5.72%
As of March 24, 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