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
--
--
--
--
--
--
26.66%
12.22%
28.82%
-9.16%
1.14%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
--
--
--
--
--
--
--
--
--
-12.21%
0.97%
29.64%
9.82%
0.11%
16.37%
28.08%
-3.74%
25.01%
9.61%
20.84%
-7.01%
-0.77%
32.19%
12.75%
-4.32%
18.47%
15.09%
-9.18%
31.48%
1.55%
25.21%
-5.39%
2.92%
31.76%
12.16%
-3.16%
17.07%
15.39%
-8.98%
31.70%
1.44%
24.92%
-5.29%
3.22%
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
-2.01%
0.75%
11.81%
-7.92%
21.68%
--
--
--
--
13.06%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
-2.63%
0.46%
12.41%
-9.93%
--
--
--
--
--
-7.56%
0.43%
-0.99%
13.06%
-5.45%
16.97%
8.44%
10.81%
9.31%
9.67%
8.10%
-1.02%
2.57%
15.26%
-4.01%
19.01%
8.92%
9.89%
8.24%
9.40%
7.50%
-0.54%
2.85%
15.63%
-3.64%
18.71%
9.03%
9.87%
7.99%
8.71%
6.38%
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