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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--
--
--
--
--
--
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As of March 31, 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
1.28%
29.20%
3.04%
5.01%
3.35%
-6.86%
22.44%
-7.10%
38.19%
-28.25%
2.67%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
7.73%
3.98%
12.19%
1.42%
9.97%
7.01%
-0.93%
17.57%
-1.37%
18.61%
-14.86%
2.08%
-0.74%
30.98%
2.24%
6.36%
5.77%
-3.78%
28.72%
-5.50%
42.09%
-27.81%
2.12%
1.81%
28.12%
1.68%
5.81%
8.52%
-5.65%
27.78%
-10.69%
41.04%
-24.85%
2.13%
1.65%
29.48%
2.58%
3.86%
4.82%
-7.97%
27.71%
-6.89%
51.46%
-27.40%
3.57%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.41%
2.67%
6.52%
-20.97%
7.13%
3.06%
3.91%
4.85%
8.00%
7.77%
3.09%
7.73%
18.25%
-7.02%
16.40%
8.01%
8.85%
6.60%
8.86%
7.38%
-1.82%
2.08%
3.78%
-9.94%
10.98%
4.09%
4.55%
6.53%
6.33%
6.38%
-0.84%
2.12%
6.40%
-20.48%
8.74%
5.47%
5.66%
5.71%
8.74%
9.74%
-1.19%
2.13%
5.40%
-18.19%
8.53%
4.34%
5.24%
5.41%
8.90%
9.03%
-2.75%
3.57%
7.58%
-19.92%
13.26%
6.22%
5.57%
5.85%
9.34%
9.07%
As of March 31, 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
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--
--
--
--
Capture Ratio
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As of February 28, 2023