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
41.30%
26.70%
7.11%
8.68%
26.57%
16.20%
29.56%
30.04%
24.49%
-24.83%
2.39%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
5.64%
56.27%
32.88%
6.57%
-10.68%
24.02%
7.44%
31.46%
24.43%
11.50%
-12.82%
-0.43%
51.40%
31.94%
12.98%
-10.35%
27.95%
1.23%
29.11%
30.12%
13.27%
-12.19%
-3.50%
40.99%
25.14%
6.58%
-3.82%
22.63%
4.95%
21.38%
17.52%
20.20%
-5.76%
-5.50%
56.10%
32.58%
6.22%
-10.08%
24.38%
7.64%
28.22%
21.40%
11.47%
-12.84%
-0.45%
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
2.29%
1.91%
10.79%
-12.72%
14.33%
12.22%
15.83%
13.40%
13.48%
13.79%
1.09%
5.26%
14.86%
-10.46%
16.22%
7.60%
8.64%
6.47%
8.65%
7.31%
1.18%
-0.47%
4.60%
-5.82%
12.03%
10.08%
13.79%
13.50%
12.09%
15.04%
0.67%
-3.67%
4.01%
-8.20%
14.28%
10.00%
13.89%
14.58%
14.54%
13.68%
0.38%
-5.74%
4.16%
-8.05%
14.69%
9.99%
11.87%
11.39%
10.16%
8.18%
1.17%
-0.48%
4.52%
-5.88%
11.08%
9.01%
13.29%
13.12%
11.71%
11.55%
As of March 29, 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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--
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As of February 28, 2023