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)
--
--
--
--
--
--
--
--
As of January 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
38.06%
12.12%
1.04%
14.10%
14.45%
-15.57%
28.90%
4.80%
25.70%
-7.97%
8.02%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.28%
29.41%
10.90%
-4.27%
15.70%
6.25%
-15.20%
22.04%
1.94%
27.96%
-11.76%
7.12%
29.06%
5.34%
-3.58%
10.09%
17.92%
-18.26%
33.11%
7.10%
31.92%
-8.35%
10.42%
34.07%
11.18%
-5.88%
13.07%
12.52%
-14.09%
30.18%
5.91%
30.79%
-10.03%
7.60%
33.50%
11.20%
-0.02%
19.76%
14.76%
-10.95%
27.40%
6.96%
30.50%
-3.57%
6.52%
As of January 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.02%
9.66%
7.81%
1.38%
10.31%
6.55%
10.58%
9.74%
11.31%
8.96%
6.28%
5.76%
-0.44%
-8.22%
9.88%
9.54%
12.68%
9.70%
10.28%
9.91%
7.12%
8.75%
6.46%
-0.70%
8.30%
4.54%
7.27%
5.85%
7.48%
9.41%
10.42%
11.11%
6.98%
4.79%
14.15%
8.65%
9.66%
7.82%
9.80%
10.34%
7.60%
8.56%
6.24%
1.67%
11.38%
8.04%
9.61%
7.47%
9.74%
8.53%
6.52%
8.54%
6.81%
6.02%
13.74%
9.55%
11.99%
10.35%
11.57%
11.22%
As of January 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
--
--
--
--
--
As of December 31, 2022