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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--
--
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As of March 17, 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
37.58%
4.88%
-2.28%
23.78%
15.30%
-14.26%
36.95%
2.85%
22.06%
-14.29%
-1.89%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
2.41%
37.57%
15.16%
-6.21%
21.55%
12.78%
-19.55%
20.16%
-6.17%
34.86%
-9.10%
-7.17%
30.99%
14.29%
-3.06%
13.75%
12.86%
-12.32%
25.70%
-0.32%
29.12%
-8.71%
-5.68%
38.77%
11.76%
-3.04%
20.86%
10.55%
-13.61%
34.75%
2.67%
27.89%
-5.14%
-4.19%
32.83%
6.07%
-7.17%
21.97%
8.20%
-9.97%
28.91%
6.59%
25.81%
-4.52%
-3.82%
As of March 17, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-9.78%
0.22%
2.54%
-12.28%
16.85%
4.31%
8.32%
8.96%
9.57%
9.34%
-3.84%
2.13%
2.02%
-9.69%
17.58%
9.22%
11.76%
9.96%
10.01%
9.75%
-15.53%
-6.34%
-5.20%
-16.77%
23.89%
0.71%
6.19%
7.25%
8.50%
7.97%
-11.68%
-4.78%
-3.85%
-12.87%
16.97%
3.97%
7.41%
8.13%
9.27%
10.43%
-9.32%
-3.19%
1.24%
-6.83%
20.68%
6.91%
9.34%
9.65%
11.00%
10.95%
-10.44%
-3.15%
-1.06%
-10.05%
22.22%
6.99%
8.10%
8.51%
9.69%
9.52%
As of March 17, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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As of February 28, 2023