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
28.43%
14.01%
1.18%
7.60%
25.89%
-4.11%
31.19%
29.67%
20.88%
-25.64%
6.50%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
35.57%
10.92%
2.12%
3.56%
22.29%
-0.94%
36.75%
27.27%
12.66%
-30.52%
4.17%
28.03%
9.17%
3.98%
7.44%
27.30%
1.86%
37.33%
33.44%
23.90%
-31.42%
6.45%
35.27%
7.69%
6.29%
1.46%
29.56%
1.58%
36.32%
30.30%
22.42%
-31.84%
8.11%
28.24%
14.19%
2.43%
-3.08%
25.56%
-6.69%
35.01%
35.25%
21.42%
-31.63%
7.35%
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
2.52%
6.04%
11.87%
-14.11%
14.73%
8.96%
11.26%
9.55%
10.04%
8.38%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
1.94%
3.89%
8.88%
-18.54%
7.84%
6.11%
9.66%
9.13%
--
8.59%
2.01%
5.86%
10.84%
-18.51%
12.27%
10.38%
11.81%
--
--
12.87%
4.22%
7.63%
10.26%
-17.93%
10.94%
9.18%
11.72%
9.95%
10.43%
10.28%
3.95%
7.09%
5.92%
-20.49%
13.70%
8.92%
9.83%
7.30%
7.65%
10.58%
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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--
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As of February 28, 2023