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
34.19%
0.15%
-3.23%
5.94%
28.64%
2.32%
28.97%
64.38%
-3.36%
-37.36%
1.85%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
34.26%
0.44%
-3.32%
6.24%
28.73%
1.44%
29.34%
67.15%
-6.06%
-38.01%
2.11%
38.20%
1.99%
1.83%
8.27%
29.23%
14.51%
24.59%
53.75%
-13.95%
-37.42%
-0.24%
34.18%
-0.25%
-3.32%
7.13%
28.43%
0.02%
29.78%
64.87%
-4.93%
-38.17%
1.71%
40.24%
7.95%
-1.58%
11.56%
25.24%
-8.80%
24.59%
57.38%
7.61%
-35.44%
2.99%
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
-4.33%
2.08%
3.40%
-24.40%
6.20%
5.22%
7.86%
7.47%
9.77%
8.33%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-4.29%
2.26%
2.84%
-24.91%
5.30%
4.77%
7.66%
7.46%
10.06%
9.31%
-4.44%
0.42%
1.41%
-24.40%
-0.55%
1.97%
7.86%
7.40%
--
7.33%
-4.36%
1.93%
2.44%
-25.75%
5.17%
4.43%
7.44%
7.34%
9.74%
8.58%
-4.26%
2.73%
8.43%
-16.92%
15.14%
4.76%
9.02%
9.14%
10.19%
9.87%
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