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
41.91%
20.17%
17.25%
8.21%
11.73%
1.35%
22.69%
17.71%
22.12%
-15.45%
4.84%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
1.00%
32.10%
12.38%
0.08%
12.51%
20.20%
-5.60%
29.74%
19.93%
25.59%
-18.98%
3.09%
40.72%
23.37%
19.91%
7.85%
13.27%
3.03%
24.16%
15.31%
27.00%
-12.98%
5.16%
31.23%
12.67%
0.50%
10.99%
20.76%
-5.21%
30.43%
20.31%
26.23%
-20.25%
3.84%
31.41%
13.09%
-0.08%
10.68%
19.12%
-6.08%
28.61%
13.98%
26.86%
-19.31%
3.40%
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
-0.10%
4.33%
7.94%
-5.11%
15.18%
9.76%
12.97%
10.21%
8.39%
8.20%
-3.46%
0.32%
6.22%
-8.63%
18.63%
8.92%
8.12%
6.03%
8.99%
7.53%
-0.97%
3.07%
7.46%
-11.99%
18.69%
9.64%
10.91%
8.95%
9.54%
6.38%
1.07%
4.63%
9.32%
-2.80%
16.45%
11.53%
14.48%
--
--
15.18%
0.16%
3.74%
7.75%
-12.16%
18.08%
9.87%
10.96%
8.71%
9.15%
9.27%
-0.02%
3.27%
7.51%
-12.25%
17.29%
8.41%
10.04%
7.44%
8.02%
5.84%
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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--
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As of February 28, 2023