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 24, 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
14.24%
23.47%
-6.58%
22.56%
8.06%
3.78%
22.24%
2.05%
21.51%
-1.15%
-4.29%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
3.82%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-5.10%
-4.17%
25.42%
21.20%
-16.01%
20.70%
7.29%
-3.15%
21.18%
-9.04%
19.91%
6.48%
-4.37%
14.98%
26.94%
-4.83%
17.51%
12.50%
4.45%
24.95%
-0.81%
17.35%
1.13%
-5.97%
26.59%
20.94%
-12.47%
15.98%
14.19%
1.65%
27.33%
4.76%
15.26%
0.27%
-6.56%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.78%
-4.79%
-3.23%
-5.83%
16.61%
9.28%
8.80%
7.19%
9.93%
8.29%
-0.35%
3.75%
11.25%
-9.98%
17.40%
7.55%
8.48%
6.44%
8.55%
7.25%
-2.14%
-4.62%
-2.35%
-7.99%
10.82%
5.38%
5.61%
6.14%
8.41%
6.96%
-3.54%
-5.31%
-4.04%
-7.24%
14.98%
7.52%
6.79%
8.06%
10.45%
9.02%
-0.94%
-6.55%
-6.46%
-5.30%
12.80%
9.04%
9.11%
7.82%
--
9.24%
-2.29%
-7.43%
-5.79%
-6.87%
13.46%
9.29%
8.91%
7.10%
11.65%
11.98%
As of March 24, 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