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)
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--
--
--
--
--
--
--
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
19.74%
20.89%
-11.23%
13.18%
16.95%
8.02%
21.70%
-0.80%
17.02%
4.61%
-4.11%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
6.50%
19.85%
12.33%
-15.03%
11.15%
14.44%
0.54%
24.60%
5.72%
13.61%
0.18%
-1.27%
18.65%
16.45%
-7.75%
13.03%
14.08%
3.59%
27.92%
4.62%
14.32%
-3.15%
-3.38%
20.50%
13.30%
-5.53%
17.03%
11.98%
3.32%
22.02%
2.10%
7.20%
5.01%
-1.95%
20.61%
21.66%
-10.89%
14.00%
17.96%
8.58%
22.66%
0.57%
17.68%
5.22%
-4.08%
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
4.20%
-4.11%
4.46%
-5.43%
10.99%
8.60%
8.60%
7.27%
10.16%
8.21%
1.91%
6.50%
16.90%
-9.37%
15.59%
7.76%
8.73%
6.53%
8.70%
7.34%
3.69%
-1.27%
8.60%
-4.56%
12.65%
8.77%
7.02%
6.87%
11.07%
10.13%
3.10%
-3.38%
4.93%
-9.00%
6.84%
8.82%
8.16%
7.47%
11.32%
8.82%
2.97%
-1.95%
7.65%
-2.83%
9.63%
7.58%
8.12%
7.32%
9.42%
8.80%
4.10%
-4.08%
4.65%
-4.91%
11.66%
9.43%
9.36%
7.86%
10.63%
10.87%
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