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 31, 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
35.75%
3.76%
-8.01%
29.50%
2.58%
-14.48%
18.53%
5.58%
31.98%
-13.85%
-0.90%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.50%
35.17%
5.37%
-7.52%
33.31%
5.74%
-19.30%
18.31%
-3.63%
41.00%
-11.68%
-3.90%
31.22%
6.81%
-6.64%
21.63%
12.08%
-18.38%
19.68%
9.09%
30.19%
-8.89%
0.86%
31.36%
5.50%
-5.42%
30.71%
6.83%
-11.26%
22.76%
-0.30%
32.56%
-14.09%
0.97%
31.84%
5.12%
-6.67%
30.70%
11.43%
-17.77%
27.53%
-1.73%
33.58%
-12.64%
-1.83%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-7.67%
-0.90%
7.01%
-11.93%
22.16%
4.31%
6.32%
6.95%
8.75%
9.26%
3.67%
7.50%
15.62%
-7.73%
18.60%
11.19%
12.24%
10.06%
10.37%
9.90%
-10.28%
-3.90%
6.45%
-14.66%
30.00%
2.63%
6.19%
6.92%
9.60%
9.44%
-5.34%
0.86%
10.19%
-6.84%
26.34%
5.85%
7.29%
7.74%
9.69%
9.43%
-6.52%
0.97%
9.73%
-11.50%
21.81%
4.62%
7.58%
7.56%
--
5.38%
-7.87%
-1.83%
9.70%
-11.25%
21.03%
4.03%
7.11%
7.80%
9.33%
10.07%
As of March 31, 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