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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 27, 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
43.51%
27.09%
13.65%
13.17%
3.13%
-7.50%
20.39%
8.70%
18.11%
-18.02%
0.33%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
1.65%
32.54%
7.77%
-8.04%
14.70%
16.27%
2.05%
24.46%
8.45%
17.62%
-24.33%
-0.68%
--
16.32%
9.00%
11.48%
10.06%
10.94%
20.25%
11.62%
18.06%
-17.54%
0.38%
--
--
--
14.04%
12.57%
13.51%
23.04%
14.19%
20.81%
-15.66%
0.85%
--
--
--
--
--
--
--
--
25.38%
-18.91%
1.67%
As of March 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.21%
0.44%
3.16%
-12.60%
10.89%
3.73%
9.59%
--
--
11.01%
-3.07%
0.97%
7.88%
-8.39%
18.87%
9.01%
8.25%
5.87%
9.03%
7.55%
-5.71%
-0.22%
3.17%
-21.09%
10.05%
3.90%
6.85%
--
--
7.58%
-5.12%
0.47%
3.21%
-12.12%
11.19%
7.20%
--
--
--
10.03%
-4.99%
0.98%
4.33%
-10.17%
13.72%
9.66%
--
--
--
9.94%
-4.93%
2.03%
7.40%
-9.37%
--
--
--
--
--
6.26%
As of March 27, 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
--
--
--
--
--
As of February 28, 2023