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
13.96%
25.42%
-7.31%
17.96%
10.76%
2.89%
26.93%
-1.79%
18.19%
1.81%
-1.65%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
7.73%
13.40%
22.42%
-7.53%
16.44%
11.13%
3.74%
19.08%
-4.76%
14.76%
1.09%
-2.82%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
17.35%
1.13%
-3.07%
26.22%
20.52%
-12.67%
15.57%
13.79%
1.42%
27.05%
4.21%
14.94%
-0.06%
-3.14%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-5.10%
-0.95%
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
4.59%
-1.65%
6.85%
-5.10%
10.89%
9.56%
8.90%
8.43%
10.52%
8.04%
3.09%
7.73%
18.25%
-7.02%
16.40%
8.01%
8.85%
6.60%
8.86%
7.38%
3.57%
-2.82%
5.73%
-6.09%
8.47%
6.53%
6.88%
6.34%
8.31%
4.74%
4.48%
-3.07%
5.41%
-5.83%
9.93%
9.04%
9.19%
7.95%
--
9.40%
3.29%
-3.14%
4.31%
-6.80%
10.80%
9.17%
8.76%
6.95%
11.47%
12.01%
2.47%
-0.95%
7.90%
-7.21%
8.80%
5.51%
5.85%
6.33%
8.54%
7.11%
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