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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 21, 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
28.55%
15.58%
1.73%
17.22%
5.16%
-6.03%
19.80%
1.22%
26.16%
-12.90%
7.92%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
1.79%
30.01%
7.76%
-4.81%
18.27%
6.65%
-13.14%
17.71%
-4.67%
19.30%
-18.57%
2.73%
23.71%
15.14%
2.05%
9.97%
6.63%
-10.98%
26.56%
13.00%
19.27%
-19.60%
3.22%
--
12.81%
-1.36%
14.59%
8.13%
-7.53%
18.98%
6.34%
27.69%
-10.41%
5.31%
25.14%
13.84%
1.60%
20.17%
3.63%
1.45%
22.36%
54.99%
23.62%
-9.60%
8.87%
As of March 21, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.21%
6.99%
9.45%
-2.44%
18.22%
6.33%
8.69%
8.39%
--
8.22%
-2.99%
0.84%
3.57%
-8.36%
21.65%
8.41%
8.22%
6.22%
8.88%
7.56%
-3.10%
2.14%
3.11%
-8.30%
12.87%
0.31%
4.06%
--
--
7.29%
-3.60%
2.24%
4.10%
-8.94%
16.72%
5.18%
7.28%
--
--
9.88%
-1.86%
3.99%
5.42%
-6.46%
20.28%
7.12%
--
--
--
8.25%
0.64%
8.39%
12.80%
2.82%
32.71%
18.96%
14.96%
10.80%
--
10.39%
As of March 21, 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