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 30, 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
35.95%
4.55%
-3.19%
20.74%
15.14%
-11.70%
24.61%
3.25%
27.18%
-8.50%
-0.63%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
31.95%
8.42%
-3.44%
16.84%
26.61%
-16.28%
28.97%
0.96%
25.93%
-13.05%
3.12%
--
--
1.89%
15.82%
9.35%
-8.44%
24.13%
3.83%
25.33%
-6.96%
-0.68%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
24.40%
-6.09%
-0.91%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
26.08%
-4.22%
0.67%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.05%
-0.63%
9.56%
-9.17%
21.10%
5.89%
8.34%
8.51%
12.34%
10.29%
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
-5.06%
3.12%
14.78%
-8.34%
15.71%
4.78%
8.60%
7.92%
9.68%
10.40%
-4.12%
-0.68%
8.45%
-10.03%
20.56%
6.80%
--
--
--
7.80%
-4.24%
-0.91%
10.61%
-8.96%
16.86%
5.85%
7.49%
8.05%
--
6.62%
-3.68%
0.67%
12.47%
-8.19%
22.40%
8.83%
8.83%
8.96%
10.23%
9.98%
As of March 30, 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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--
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As of February 28, 2023