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 31, 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
49.43%
26.43%
12.68%
-8.57%
21.60%
-3.00%
33.27%
22.58%
9.96%
-11.73%
-3.76%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
7.73%
55.88%
35.44%
5.04%
-14.66%
31.01%
-3.69%
18.25%
41.23%
6.01%
-10.32%
-0.32%
44.56%
27.39%
8.39%
-14.89%
16.24%
5.98%
25.99%
13.03%
22.06%
-9.43%
-0.39%
42.54%
20.36%
2.98%
-11.71%
15.46%
0.46%
32.00%
14.44%
12.19%
-13.53%
-2.56%
34.23%
25.18%
11.65%
-7.99%
17.33%
4.67%
26.64%
13.64%
25.40%
-11.78%
0.14%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.52%
-3.76%
6.58%
-8.05%
9.77%
7.82%
11.70%
11.25%
11.38%
10.69%
3.09%
7.73%
18.25%
-7.02%
16.40%
8.01%
8.85%
6.60%
8.86%
7.38%
2.05%
-0.32%
11.60%
-2.75%
15.66%
8.67%
12.35%
13.54%
14.65%
13.89%
4.03%
-0.39%
10.83%
-6.46%
11.86%
10.95%
11.07%
9.79%
10.36%
12.83%
3.36%
-2.56%
7.97%
-8.13%
9.01%
8.05%
8.42%
8.58%
8.91%
10.08%
2.90%
0.14%
11.56%
-7.81%
12.63%
10.67%
11.69%
11.42%
10.22%
11.35%
As of March 31, 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
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--
--
--
--
Capture Ratio
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As of February 28, 2023