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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 24, 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
29.70%
16.04%
-1.81%
22.50%
11.32%
-13.25%
28.55%
1.43%
22.75%
-1.67%
-2.66%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
24.40%
-6.09%
-3.93%
33.83%
7.64%
-1.70%
12.31%
13.03%
-14.74%
30.32%
0.15%
28.00%
-8.17%
-0.82%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
26.08%
-4.22%
-2.87%
32.84%
0.53%
-7.52%
26.83%
13.33%
-13.08%
26.81%
3.56%
23.67%
-1.95%
-2.81%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-6.07%
-2.97%
7.74%
-6.13%
20.81%
6.80%
9.27%
9.26%
--
9.28%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-7.48%
-4.10%
4.41%
-10.35%
18.73%
5.64%
7.31%
7.55%
--
6.43%
-8.30%
-0.75%
8.15%
-9.58%
22.92%
6.01%
7.71%
8.12%
9.62%
7.78%
-7.30%
-2.52%
6.21%
-10.18%
24.04%
8.53%
8.57%
8.54%
10.06%
9.85%
-8.13%
-2.56%
9.06%
-6.76%
24.53%
7.00%
7.70%
8.45%
11.08%
11.65%
As of March 24, 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