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)
--
--
--
--
--
--
--
--
As of January 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
41.95%
16.97%
15.97%
7.49%
10.46%
-11.36%
21.65%
12.65%
24.84%
-17.14%
4.04%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
7.38%
40.72%
23.37%
19.91%
7.85%
13.27%
3.03%
24.16%
15.31%
27.00%
-12.98%
4.37%
35.24%
16.96%
13.90%
4.66%
10.53%
1.66%
19.62%
14.48%
24.73%
-12.89%
2.78%
31.23%
12.67%
0.50%
10.99%
20.76%
-5.21%
30.43%
20.31%
26.23%
-20.25%
6.25%
41.91%
20.17%
17.25%
8.21%
11.73%
1.35%
22.69%
17.71%
22.12%
-15.45%
5.16%
As of January 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.04%
3.79%
3.14%
-7.28%
5.80%
5.24%
10.92%
--
--
11.29%
7.38%
7.28%
7.19%
0.88%
10.07%
9.23%
8.90%
6.42%
9.24%
7.85%
4.37%
3.15%
3.19%
-4.65%
9.33%
10.47%
15.15%
--
--
15.30%
2.78%
2.05%
3.09%
-6.34%
7.78%
8.55%
11.90%
7.48%
6.42%
7.43%
6.25%
5.23%
-1.13%
-10.12%
8.68%
8.53%
11.66%
8.74%
9.34%
9.37%
5.16%
2.67%
2.89%
-5.76%
7.90%
9.07%
13.75%
10.18%
8.27%
8.25%
As of January 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
--
--
--
--
--
Capture Ratio
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--
--
--
As of December 31, 2022