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 January 27, 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
-0.62%
28.78%
4.06%
4.73%
4.81%
-7.78%
27.77%
-3.90%
41.34%
-25.50%
9.81%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
7.10%
1.90%
29.29%
2.89%
5.09%
1.92%
-5.62%
25.14%
-8.02%
43.82%
-28.22%
10.46%
3.16%
31.29%
3.40%
5.03%
8.18%
-5.04%
30.06%
-3.97%
38.56%
-25.78%
9.64%
1.29%
29.66%
2.73%
5.69%
5.32%
-4.75%
30.88%
-8.14%
41.59%
-23.95%
8.29%
--
--
--
--
--
-11.03%
36.42%
22.32%
29.60%
-27.49%
9.58%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.62%
12.14%
-0.45%
-6.39%
2.69%
6.28%
6.28%
6.47%
8.68%
8.95%
7.20%
10.75%
4.92%
-4.17%
7.39%
6.17%
9.06%
6.58%
8.76%
7.41%
10.35%
12.54%
-2.87%
-10.44%
0.96%
5.15%
5.58%
5.44%
8.69%
8.09%
9.46%
11.67%
-2.72%
-8.59%
1.75%
6.66%
7.34%
7.38%
10.10%
9.73%
7.96%
12.32%
-2.31%
-5.64%
1.44%
6.59%
6.67%
6.20%
9.44%
9.75%
9.15%
11.88%
-3.60%
-11.19%
7.60%
8.84%
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--
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8.71%
As of January 27, 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 December 31, 2022