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
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
19.91%
6.48%
-1.84%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
5.64%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
17.35%
1.13%
-4.22%
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
21.51%
-1.15%
-2.55%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-5.10%
-2.08%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
15.26%
0.27%
-4.53%
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
1.05%
-2.63%
3.30%
-7.40%
12.37%
7.43%
6.85%
8.21%
10.51%
9.10%
1.09%
5.26%
14.86%
-10.46%
16.22%
7.60%
8.64%
6.47%
8.65%
7.31%
3.24%
-5.20%
2.15%
-6.42%
9.40%
8.78%
9.06%
7.94%
--
9.33%
1.49%
-3.46%
3.46%
-7.03%
13.13%
9.01%
8.72%
7.25%
10.00%
8.36%
1.30%
-3.01%
4.85%
-8.38%
8.62%
5.27%
5.73%
6.28%
8.45%
7.06%
1.77%
-5.30%
1.53%
-7.32%
10.78%
9.20%
8.93%
7.21%
11.68%
12.03%
As of March 29, 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 February 28, 2023