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 January 27, 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
25.42%
21.20%
-16.01%
20.70%
7.03%
-3.51%
20.78%
-9.32%
19.52%
6.15%
1.14%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
7.10%
18.20%
20.13%
-6.54%
23.61%
0.62%
0.91%
19.93%
-2.42%
13.74%
-5.08%
-1.99%
13.99%
23.20%
-6.97%
22.24%
7.79%
3.58%
21.87%
1.73%
21.24%
-1.34%
-1.15%
13.97%
23.14%
-7.22%
16.70%
11.37%
4.07%
19.38%
-4.55%
15.09%
1.32%
-1.13%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-5.10%
0.14%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.43%
4.34%
-3.23%
7.41%
4.41%
6.70%
7.91%
8.26%
10.64%
9.19%
7.20%
10.75%
4.92%
-4.17%
7.39%
6.17%
9.06%
6.58%
8.76%
7.41%
-3.07%
5.58%
-2.04%
1.53%
0.02%
4.61%
7.19%
5.84%
9.03%
7.39%
-1.95%
3.69%
-2.10%
2.16%
5.25%
8.81%
9.64%
7.04%
9.78%
8.20%
-2.33%
5.84%
-0.25%
5.45%
1.75%
7.06%
8.33%
6.83%
8.94%
5.29%
-0.73%
5.43%
-1.55%
1.74%
1.84%
4.80%
6.57%
6.33%
8.52%
7.21%
As of January 27, 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 December 31, 2022