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 March 24, 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
22.87%
7.25%
0.22%
19.36%
14.03%
-7.18%
26.92%
-3.15%
16.32%
-8.97%
-2.44%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
26.00%
9.12%
-3.74%
18.82%
14.07%
-13.27%
30.27%
-1.35%
19.54%
-5.09%
-4.41%
26.09%
8.77%
-3.47%
19.03%
13.94%
-13.63%
30.35%
-0.92%
19.73%
-5.56%
-4.40%
34.73%
11.74%
-5.43%
13.72%
13.02%
-13.73%
31.04%
6.32%
31.52%
-9.67%
-3.94%
44.82%
10.03%
-10.13%
24.36%
11.80%
-18.37%
15.74%
4.12%
32.39%
-8.11%
0.06%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-9.42%
-2.67%
7.02%
-7.57%
15.32%
4.23%
6.98%
--
--
8.21%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-9.09%
-4.34%
4.63%
-9.00%
17.48%
4.80%
7.02%
6.67%
9.27%
10.07%
-9.07%
-4.34%
4.63%
-9.19%
17.38%
4.77%
7.02%
6.88%
9.49%
9.05%
-8.20%
-3.86%
4.81%
-11.03%
24.34%
7.66%
8.48%
7.42%
9.68%
8.43%
-7.03%
0.00%
12.84%
-5.24%
23.52%
4.87%
7.67%
8.17%
10.73%
10.87%
As of March 24, 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