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 22, 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
51.50%
27.00%
12.98%
-8.64%
21.96%
-2.96%
33.68%
22.79%
9.76%
-11.47%
-6.29%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
3.55%
42.88%
20.66%
3.23%
-11.50%
15.75%
0.73%
32.33%
14.71%
12.47%
-13.31%
-5.68%
50.09%
26.94%
13.10%
-8.17%
22.04%
-2.65%
33.69%
22.97%
10.26%
-11.49%
-6.25%
47.08%
26.92%
6.85%
-10.22%
19.30%
3.57%
22.30%
15.44%
15.36%
-7.21%
-5.32%
34.23%
25.18%
12.03%
-7.65%
17.75%
5.02%
27.08%
14.06%
25.74%
-11.57%
-3.34%
As of March 22, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.28%
-6.29%
2.79%
-10.41%
13.80%
7.25%
11.86%
11.43%
11.47%
10.97%
-1.46%
3.88%
8.70%
-10.16%
19.43%
7.12%
8.45%
6.48%
8.39%
7.24%
-1.62%
-5.86%
3.06%
-10.37%
12.43%
7.61%
8.52%
8.71%
8.89%
10.10%
-3.28%
-6.23%
2.87%
-10.38%
13.93%
7.45%
11.94%
11.51%
11.56%
11.06%
-2.05%
-5.45%
4.10%
-7.03%
14.74%
8.27%
10.85%
10.51%
10.51%
9.84%
-2.31%
-4.04%
5.61%
-10.84%
16.73%
10.06%
11.76%
11.32%
10.07%
11.32%
As of March 22, 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