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 29, 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
32.59%
15.32%
-2.71%
14.70%
13.81%
-11.77%
26.57%
0.18%
29.23%
-8.03%
-1.97%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
29.79%
-8.39%
-2.04%
36.86%
10.96%
-6.03%
20.35%
16.33%
-14.96%
27.69%
5.23%
28.65%
-6.63%
0.28%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
29.80%
-8.26%
-1.90%
37.32%
15.14%
-6.42%
21.39%
12.64%
-19.70%
20.05%
-6.25%
34.61%
-9.23%
-3.16%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.56%
-2.44%
7.45%
-11.19%
19.69%
5.79%
8.42%
8.90%
--
8.38%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
-5.64%
-2.55%
7.59%
-11.63%
19.83%
5.83%
8.42%
8.83%
9.99%
9.07%
-5.20%
0.00%
10.75%
-11.16%
24.31%
7.07%
9.27%
--
--
9.72%
-5.57%
-2.39%
7.49%
-11.34%
19.83%
5.81%
8.27%
8.73%
9.88%
11.06%
-9.21%
-3.54%
7.90%
-16.06%
25.22%
2.07%
6.40%
7.45%
8.85%
8.30%
As of March 29, 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