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 20, 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
33.23%
12.92%
5.56%
7.03%
30.04%
-1.53%
36.05%
38.27%
27.60%
-29.18%
9.51%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.33%
33.14%
12.78%
5.50%
7.01%
29.95%
-1.65%
35.86%
38.26%
27.43%
-29.31%
9.44%
--
--
9.34%
11.56%
64.27%
-16.99%
76.02%
64.27%
47.87%
0.00%
--
--
--
9.53%
11.54%
64.01%
-16.58%
75.84%
65.79%
57.04%
-56.41%
17.63%
39.86%
14.67%
7.04%
8.81%
29.28%
-3.17%
37.15%
44.89%
22.11%
-32.12%
12.03%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.30%
9.13%
3.81%
-12.80%
21.62%
11.79%
14.08%
--
--
14.47%
-2.98%
3.86%
3.39%
-9.94%
21.62%
9.69%
11.88%
9.73%
9.98%
9.78%
-0.36%
9.02%
3.77%
-13.00%
21.41%
11.63%
13.99%
11.62%
10.96%
6.02%
--
--
--
--
--
--
--
--
--
--
-1.09%
16.46%
4.26%
-33.94%
34.74%
12.36%
--
--
--
18.61%
-0.78%
11.00%
2.77%
-14.66%
20.61%
10.89%
14.84%
12.71%
--
24.87%
As of March 20, 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