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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 29, 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
1.03%
28.55%
2.07%
2.93%
3.94%
-8.94%
26.88%
-7.60%
51.04%
-27.78%
-1.10%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
5.64%
2.73%
30.77%
3.04%
4.65%
7.79%
-5.41%
29.65%
-4.32%
38.17%
-26.03%
-0.44%
3.24%
11.42%
0.68%
9.18%
6.22%
-1.65%
16.73%
-2.12%
17.80%
-15.50%
0.28%
--
--
2.84%
8.41%
9.12%
-5.00%
24.23%
0.56%
40.57%
-24.55%
-0.76%
2.69%
19.68%
-3.77%
8.83%
5.49%
-8.26%
23.48%
-6.01%
33.76%
-28.09%
-3.37%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.69%
-1.86%
3.06%
-24.59%
10.99%
4.62%
4.38%
5.06%
7.96%
7.46%
1.09%
5.26%
14.86%
-10.46%
16.22%
7.60%
8.64%
6.47%
8.65%
7.31%
-5.66%
-1.12%
2.88%
-23.77%
8.05%
4.78%
5.77%
6.01%
8.75%
8.74%
-3.45%
0.18%
2.18%
-12.28%
8.88%
3.01%
3.62%
5.64%
5.47%
5.52%
-4.82%
-1.20%
3.90%
-22.52%
6.65%
5.72%
--
--
--
7.10%
-7.26%
-3.99%
1.73%
-27.94%
7.03%
1.36%
2.10%
2.40%
--
3.21%
As of March 29, 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
--
--
--
--
--
As of February 28, 2023