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 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
40.78%
5.45%
-3.97%
10.76%
25.85%
-4.88%
36.74%
50.88%
7.10%
-26.41%
3.45%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
44.15%
-6.55%
-4.46%
6.22%
27.07%
-5.78%
40.97%
66.36%
4.85%
-30.01%
1.87%
40.54%
0.02%
8.05%
9.55%
16.91%
-4.36%
33.49%
31.76%
7.44%
-20.34%
1.34%
49.26%
-8.05%
8.03%
14.06%
28.44%
0.61%
25.18%
30.34%
16.13%
-28.24%
7.65%
47.14%
3.89%
-5.61%
6.15%
28.13%
5.56%
34.50%
42.81%
4.42%
-24.43%
0.00%
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
-5.45%
3.91%
8.56%
-13.39%
18.33%
9.28%
10.95%
9.36%
11.27%
9.11%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-5.41%
2.25%
2.10%
-15.91%
18.04%
10.22%
10.19%
10.02%
11.60%
11.25%
-3.27%
1.95%
7.77%
-9.48%
16.14%
7.33%
9.93%
9.62%
10.85%
8.52%
-1.95%
8.01%
14.70%
-7.96%
15.09%
8.02%
11.04%
10.84%
11.47%
11.16%
-4.58%
-0.03%
4.70%
-13.83%
13.69%
8.29%
10.94%
8.42%
10.45%
9.07%
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