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 30, 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
--
26.20%
-5.41%
16.81%
11.79%
4.03%
24.69%
-0.68%
17.11%
1.22%
-3.92%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
6.50%
18.65%
16.45%
-7.75%
13.03%
14.08%
3.59%
27.92%
4.62%
14.32%
-3.15%
-3.38%
20.46%
12.87%
-14.56%
11.63%
15.03%
1.09%
25.20%
6.25%
14.16%
0.69%
-1.16%
20.46%
21.60%
-10.70%
13.82%
17.64%
8.63%
22.37%
-0.26%
17.68%
5.16%
-3.99%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
17.35%
1.13%
-3.84%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.73%
-3.92%
4.49%
-7.03%
8.13%
8.74%
--
--
--
8.25%
1.91%
6.50%
16.90%
-9.37%
15.59%
7.76%
8.73%
6.53%
8.70%
7.34%
3.10%
-3.38%
4.93%
-9.00%
6.84%
8.82%
8.16%
7.47%
11.32%
8.82%
3.72%
-1.16%
8.89%
-4.08%
13.21%
9.32%
7.56%
7.40%
11.67%
10.67%
4.25%
-3.99%
4.74%
-4.94%
11.59%
9.20%
9.22%
7.87%
10.81%
8.85%
3.65%
-3.84%
4.57%
-6.78%
8.20%
8.86%
9.10%
7.97%
--
9.36%
As of March 30, 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