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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 28, 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
24.20%
7.25%
-2.30%
1.90%
26.75%
-6.98%
28.78%
20.06%
17.86%
-19.64%
5.29%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
4.24%
26.73%
3.16%
5.27%
1.81%
28.78%
-5.92%
29.99%
33.30%
17.66%
-25.89%
6.75%
28.75%
3.90%
-1.21%
1.20%
29.02%
-2.80%
30.73%
35.43%
21.10%
-37.45%
11.25%
43.74%
4.83%
4.01%
2.44%
34.67%
-4.03%
26.74%
33.77%
12.18%
-29.50%
6.73%
28.42%
4.34%
1.66%
4.84%
34.48%
-9.38%
32.48%
36.41%
7.59%
-29.08%
3.78%
As of March 28, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.29%
6.60%
13.17%
-9.38%
15.38%
7.53%
8.59%
6.92%
--
8.56%
-0.07%
4.23%
19.48%
-6.02%
11.29%
2.05%
3.91%
2.43%
7.26%
4.42%
0.72%
8.18%
12.25%
-12.32%
15.59%
8.54%
9.94%
8.03%
10.66%
11.86%
2.70%
13.71%
10.80%
-18.89%
9.80%
7.41%
8.73%
7.20%
9.50%
8.74%
0.63%
8.55%
9.65%
-13.08%
11.13%
5.75%
10.36%
9.48%
10.76%
10.83%
-0.50%
5.42%
11.16%
-13.17%
10.43%
4.92%
8.77%
--
--
9.86%
As of March 28, 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