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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--
--
--
--
--
--
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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
24.75%
8.01%
-4.48%
17.91%
13.00%
-14.08%
29.20%
-2.36%
18.39%
-5.89%
6.76%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
21.67%
6.20%
-0.88%
18.16%
12.91%
-8.04%
25.58%
-4.02%
15.14%
-9.77%
7.85%
28.19%
5.77%
-1.15%
17.81%
15.74%
-16.15%
27.98%
-1.07%
29.97%
-10.04%
6.61%
36.69%
10.75%
-6.92%
10.01%
16.53%
-11.41%
30.32%
-3.35%
26.28%
-3.71%
4.12%
32.92%
6.83%
-2.38%
11.53%
12.18%
-15.38%
29.36%
-0.59%
26.95%
-8.85%
9.52%
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
6.54%
9.17%
9.17%
6.22%
5.36%
4.54%
7.60%
6.67%
8.93%
9.65%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
7.67%
9.39%
8.75%
5.16%
3.32%
3.64%
7.21%
--
--
8.25%
6.45%
8.83%
7.26%
2.66%
8.18%
4.66%
8.57%
--
--
6.90%
3.76%
8.13%
6.33%
5.93%
7.77%
6.16%
9.02%
7.15%
10.13%
6.99%
9.42%
12.51%
8.40%
6.70%
8.56%
5.84%
8.47%
7.76%
9.34%
7.54%
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
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--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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As of December 31, 2022