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 27, 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
1.29%
29.66%
2.73%
5.69%
5.32%
-4.75%
30.88%
-8.14%
41.59%
-23.95%
-4.00%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
4.21%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
43.82%
-28.22%
-1.59%
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
41.34%
-25.50%
-1.11%
--
--
--
--
--
-11.03%
36.42%
22.32%
29.60%
-27.49%
-0.70%
2.57%
29.53%
4.48%
5.09%
6.55%
-4.67%
32.33%
-3.31%
42.02%
-25.28%
-3.18%
As of March 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.03%
-4.29%
1.31%
-21.44%
7.58%
5.33%
5.31%
5.08%
8.33%
9.21%
-0.54%
4.30%
13.26%
-9.88%
15.69%
7.43%
8.53%
6.33%
8.56%
7.26%
-7.49%
-1.69%
2.25%
-24.19%
7.70%
4.01%
4.21%
4.34%
7.64%
7.53%
-6.93%
-1.29%
4.01%
-19.40%
8.98%
5.33%
4.96%
5.42%
7.80%
8.51%
-5.76%
-1.09%
1.30%
-25.00%
11.38%
8.42%
--
--
--
6.42%
-7.19%
-3.43%
0.42%
-21.50%
8.72%
6.57%
6.16%
6.29%
9.41%
10.05%
As of March 27, 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