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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
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
28.75%
3.90%
-1.21%
1.20%
29.02%
-2.80%
30.73%
35.43%
21.10%
-37.45%
11.83%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
8.97%
26.36%
2.91%
4.98%
1.56%
28.47%
-6.13%
29.68%
33.01%
17.42%
-26.05%
8.40%
39.79%
8.46%
18.03%
0.56%
48.91%
-6.04%
34.96%
54.99%
-0.12%
-41.77%
16.43%
--
--
--
--
--
--
--
31.72%
19.50%
-29.88%
9.64%
26.51%
1.97%
3.45%
-0.07%
35.99%
-13.52%
31.01%
27.41%
15.01%
-32.16%
10.42%
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
12.86%
11.68%
-0.06%
-15.43%
3.81%
5.85%
9.07%
7.43%
9.44%
8.81%
8.61%
19.93%
10.69%
-3.89%
3.39%
1.23%
4.31%
2.80%
7.41%
4.66%
8.78%
13.12%
4.41%
-8.91%
7.70%
7.02%
9.94%
7.85%
10.22%
11.64%
16.99%
17.75%
7.37%
-17.53%
1.20%
3.94%
13.24%
--
--
10.40%
10.32%
14.08%
4.91%
-9.69%
6.29%
--
--
--
--
7.82%
10.90%
17.43%
2.37%
-13.11%
3.08%
2.67%
7.79%
6.67%
--
6.87%
As of January 27, 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
--
--
--
--
--
As of December 31, 2022