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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
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
36.66%
23.19%
3.52%
-17.79%
15.22%
-5.87%
19.40%
5.51%
17.79%
2.62%
-1.47%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
4.21%
40.59%
29.89%
8.83%
-11.74%
10.66%
-7.75%
15.47%
13.66%
13.05%
-4.87%
-6.09%
--
--
--
--
19.40%
-9.50%
22.13%
11.70%
6.13%
2.55%
-6.22%
62.24%
36.34%
1.73%
-22.90%
22.28%
-0.19%
18.65%
25.66%
1.54%
-10.83%
-3.00%
55.69%
28.13%
10.95%
-19.24%
15.30%
-1.76%
4.65%
11.31%
14.58%
-2.16%
-4.58%
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
0.35%
-1.50%
15.60%
-2.11%
15.07%
8.56%
7.57%
--
--
9.25%
-0.54%
4.30%
13.26%
-9.88%
15.69%
7.43%
8.53%
6.33%
8.56%
7.26%
-1.32%
-5.28%
4.10%
-8.90%
12.34%
5.24%
7.77%
10.46%
--
9.24%
-3.36%
-5.74%
7.85%
-2.60%
12.68%
4.91%
--
--
--
4.74%
-3.55%
-1.13%
7.76%
0.29%
11.01%
4.77%
9.40%
9.26%
--
8.58%
-2.05%
-4.13%
6.92%
-5.43%
13.95%
5.04%
8.34%
11.91%
--
10.86%
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
--
--
--
--
--
As of February 28, 2023