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 March 21, 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
38.50%
16.31%
-4.84%
12.08%
16.67%
-19.09%
23.20%
0.69%
33.60%
-10.77%
-0.04%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.67%
36.32%
11.27%
-6.77%
15.59%
14.99%
-17.80%
31.34%
9.51%
34.76%
-9.38%
-1.07%
33.83%
7.64%
-1.70%
12.31%
13.03%
-14.74%
30.32%
0.15%
28.00%
-8.17%
1.56%
30.02%
6.17%
-2.86%
10.94%
18.85%
-17.65%
34.18%
7.95%
32.93%
-7.61%
-1.68%
36.98%
14.86%
-6.62%
21.08%
12.33%
-19.93%
19.74%
-6.53%
34.27%
-9.48%
-3.79%
As of March 21, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.05%
-0.30%
4.19%
-9.69%
26.43%
4.15%
7.63%
7.82%
9.20%
8.16%
0.30%
3.66%
6.56%
-8.73%
22.15%
10.02%
12.12%
9.83%
9.93%
9.82%
-7.97%
-1.41%
4.36%
-10.79%
34.25%
7.98%
9.13%
7.84%
--
8.10%
-6.04%
1.29%
6.75%
-7.15%
27.24%
5.58%
7.97%
8.47%
9.58%
7.90%
-8.07%
-1.92%
4.88%
-9.14%
32.50%
8.20%
8.83%
8.16%
9.90%
10.79%
-9.95%
-3.79%
0.53%
-14.48%
29.88%
1.27%
6.24%
7.09%
8.55%
8.14%
As of March 21, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
--
As of February 28, 2023