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 (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 21, 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
17.35%
9.75%
-2.65%
6.90%
14.28%
-3.72%
19.79%
12.88%
16.26%
-16.90%
3.67%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.67%
17.09%
10.07%
-0.45%
7.23%
13.56%
-4.18%
21.02%
15.27%
16.28%
-17.03%
3.80%
19.02%
7.81%
0.00%
3.89%
17.80%
0.03%
21.74%
13.65%
16.46%
-17.10%
3.25%
23.26%
7.44%
-0.00%
2.37%
11.86%
-2.96%
22.61%
14.80%
16.62%
-15.79%
2.92%
16.98%
8.15%
-1.95%
8.31%
15.69%
-5.48%
19.13%
10.51%
19.48%
-14.50%
1.66%
As of March 21, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.03%
2.49%
5.71%
-7.16%
10.82%
5.18%
6.63%
6.41%
6.87%
7.60%
0.30%
3.66%
6.56%
-8.73%
22.15%
10.02%
12.12%
9.83%
9.93%
9.82%
0.79%
2.78%
3.84%
-8.47%
12.55%
6.09%
7.09%
7.27%
7.18%
8.29%
0.79%
2.17%
4.51%
-8.00%
11.56%
6.32%
7.47%
7.06%
7.57%
8.73%
-0.21%
1.91%
4.46%
-7.10%
14.87%
6.42%
7.03%
6.90%
7.58%
7.61%
0.10%
0.83%
4.55%
-6.95%
13.46%
5.09%
6.73%
6.37%
6.70%
6.17%
As of March 21, 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
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--
--
As of February 28, 2023