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 January 26, 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
32.87%
2.10%
-7.21%
31.35%
13.06%
-18.93%
20.02%
7.01%
27.81%
-9.53%
8.67%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.85%
34.52%
4.84%
-7.99%
32.60%
5.21%
-19.75%
17.31%
-4.55%
39.27%
-12.42%
8.33%
34.68%
4.70%
-7.61%
25.31%
7.95%
-12.05%
20.13%
-3.68%
31.05%
-12.85%
6.49%
35.16%
1.51%
-6.75%
24.75%
9.13%
-9.42%
23.09%
2.99%
23.63%
-10.01%
6.04%
39.64%
6.23%
-7.63%
23.03%
11.26%
-19.41%
21.79%
0.00%
31.96%
-8.82%
6.75%
As of January 26, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.19%
11.20%
12.35%
3.85%
11.59%
4.86%
8.78%
7.63%
9.08%
8.38%
5.73%
6.48%
4.47%
-5.09%
8.96%
9.08%
12.60%
9.93%
10.22%
9.90%
8.19%
7.67%
4.43%
-1.69%
9.74%
2.74%
7.29%
7.32%
9.52%
9.44%
6.38%
7.07%
4.20%
-2.40%
6.11%
3.57%
7.53%
6.36%
--
5.14%
6.27%
5.13%
4.92%
1.91%
7.42%
5.39%
8.28%
7.85%
9.85%
9.89%
6.54%
9.60%
10.91%
2.31%
9.52%
4.02%
8.32%
8.41%
--
7.58%
As of January 26, 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 December 31, 2022