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 31, 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
22.95%
3.67%
-1.86%
8.51%
24.49%
-9.76%
26.82%
16.61%
18.27%
-18.01%
7.19%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
6.87%
23.95%
2.08%
-1.77%
8.37%
23.57%
-6.22%
30.00%
18.61%
26.03%
-16.32%
9.38%
17.41%
10.60%
2.92%
7.51%
18.58%
-1.42%
21.03%
3.04%
13.95%
-10.34%
1.82%
26.66%
4.36%
-0.64%
7.31%
22.96%
-8.56%
28.14%
15.78%
22.28%
-17.96%
7.71%
22.35%
3.82%
-2.22%
8.40%
24.35%
-9.12%
26.58%
16.33%
18.67%
-18.37%
7.40%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.85%
7.19%
18.00%
-7.03%
15.90%
6.87%
8.25%
--
--
6.54%
2.44%
6.87%
22.13%
-5.07%
11.80%
2.47%
4.17%
2.62%
7.50%
4.53%
6.06%
9.38%
18.59%
-6.11%
18.22%
11.10%
10.11%
7.16%
8.70%
5.27%
4.04%
1.82%
10.60%
-5.70%
8.54%
5.17%
6.94%
--
--
7.90%
3.24%
7.71%
18.59%
-6.70%
16.61%
8.19%
8.97%
--
--
10.00%
3.33%
7.40%
18.02%
-7.06%
15.30%
6.96%
8.24%
6.23%
--
6.11%
As of March 31, 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