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 29, 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
55.98%
11.13%
20.27%
1.67%
34.87%
9.15%
20.17%
31.47%
5.75%
-26.53%
-1.95%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
5.64%
39.45%
15.97%
10.04%
11.78%
30.50%
8.91%
22.31%
32.91%
3.04%
-23.34%
1.76%
48.39%
44.98%
13.58%
-15.45%
43.77%
-15.27%
32.56%
48.33%
-20.45%
-25.87%
-8.05%
--
--
27.86%
-27.83%
45.63%
-11.71%
50.30%
21.17%
-17.55%
-28.08%
-9.91%
--
--
--
--
36.93%
-12.24%
39.64%
52.91%
-18.70%
-28.89%
-1.49%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-4.89%
-1.98%
-1.93%
-20.95%
10.31%
3.04%
12.71%
--
--
13.84%
1.09%
5.26%
14.86%
-10.46%
16.22%
7.60%
8.64%
6.47%
8.65%
7.31%
-1.52%
1.81%
6.08%
-18.76%
9.89%
5.61%
12.61%
--
--
12.34%
-7.88%
-7.23%
-3.22%
-18.42%
0.24%
-2.67%
8.97%
10.69%
--
9.63%
-9.63%
-9.49%
-8.34%
-21.24%
-4.28%
-3.82%
--
--
--
1.76%
-5.24%
-1.00%
-3.78%
-18.02%
2.64%
0.59%
--
--
--
4.27%
As of March 29, 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