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 January 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
30.78%
7.63%
11.42%
1.51%
28.39%
0.52%
35.66%
37.88%
21.90%
-34.16%
8.47%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
35.57%
12.79%
0.26%
5.55%
30.01%
1.52%
35.35%
37.39%
21.61%
-30.86%
7.40%
36.71%
8.13%
5.65%
1.45%
28.66%
-3.64%
37.33%
40.87%
10.27%
-33.65%
9.50%
36.16%
8.88%
10.01%
-2.21%
35.42%
-1.89%
31.81%
54.70%
14.81%
-38.29%
10.99%
33.27%
15.55%
1.38%
4.91%
30.93%
-4.26%
28.18%
26.80%
30.04%
-28.13%
8.73%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
9.29%
9.92%
1.35%
-15.79%
5.30%
8.37%
12.46%
8.85%
10.64%
10.42%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
8.09%
5.47%
-2.79%
-13.25%
6.27%
9.11%
13.05%
10.86%
9.60%
7.85%
10.54%
6.24%
-2.87%
-14.62%
3.57%
6.37%
11.22%
7.79%
9.17%
8.52%
12.31%
5.65%
-1.92%
-15.62%
5.55%
7.21%
12.47%
10.11%
10.04%
8.11%
9.34%
7.50%
-1.09%
-10.37%
8.42%
7.67%
12.52%
9.89%
--
10.21%
As of January 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 December 31, 2022