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 20, 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
36.50%
12.83%
6.47%
6.08%
24.47%
-2.46%
31.48%
23.55%
12.91%
-22.07%
2.82%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.33%
36.89%
13.16%
6.56%
6.30%
24.86%
-2.04%
31.53%
24.17%
15.06%
-22.52%
2.89%
42.03%
11.19%
3.01%
0.52%
29.40%
-5.00%
39.92%
47.97%
11.03%
-27.08%
3.35%
34.57%
11.47%
2.06%
7.50%
24.72%
-3.11%
37.90%
31.80%
13.74%
-24.63%
3.20%
36.31%
13.00%
5.95%
6.19%
24.66%
-3.10%
32.22%
26.20%
15.01%
-24.07%
2.86%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.81%
3.33%
4.53%
-10.65%
17.99%
6.08%
10.79%
10.39%
11.65%
11.58%
-2.98%
3.86%
3.39%
-9.94%
21.62%
9.69%
11.88%
9.73%
9.98%
9.78%
-5.79%
3.41%
4.60%
-10.35%
18.63%
6.58%
11.18%
10.75%
11.97%
12.74%
-5.38%
3.77%
2.44%
-14.46%
18.92%
8.95%
12.16%
10.56%
10.70%
9.24%
-5.08%
3.70%
2.78%
-10.67%
19.04%
8.14%
11.21%
10.20%
--
9.57%
-5.92%
3.34%
3.71%
-12.11%
18.75%
6.43%
10.91%
10.40%
11.58%
9.14%
As of March 20, 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
--
--
--
--
--
Capture Ratio
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--
--
--
As of February 28, 2023