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 20, 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
34.30%
8.02%
-1.35%
12.57%
13.17%
-14.45%
30.79%
0.51%
28.34%
-7.82%
-0.27%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.33%
38.96%
16.65%
-4.55%
12.39%
17.15%
-18.75%
23.74%
1.17%
34.11%
-10.41%
-1.65%
35.97%
5.65%
-11.93%
25.85%
19.70%
-22.18%
29.35%
3.67%
31.94%
-11.76%
-3.26%
36.98%
13.29%
-7.84%
18.41%
16.93%
-14.51%
17.57%
-3.91%
32.66%
-9.61%
-2.82%
36.72%
11.55%
-6.52%
15.93%
15.38%
-17.45%
31.94%
9.95%
35.31%
-9.03%
-3.23%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-9.73%
1.05%
3.41%
-8.32%
26.85%
5.64%
8.01%
8.69%
10.01%
8.21%
-2.98%
3.86%
3.39%
-9.94%
21.62%
9.69%
11.88%
9.73%
9.98%
9.78%
-10.84%
-0.22%
0.96%
-10.94%
26.21%
4.28%
7.75%
8.07%
9.58%
8.42%
-10.12%
-1.73%
1.86%
-13.36%
29.11%
2.87%
7.09%
7.05%
8.40%
8.77%
-9.54%
-1.43%
-0.70%
-11.04%
28.26%
2.00%
6.95%
6.89%
8.78%
8.18%
-12.51%
-1.82%
0.29%
-12.36%
33.78%
7.98%
9.17%
8.02%
--
8.30%
As of March 20, 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