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 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
40.58%
9.24%
-1.70%
6.18%
23.08%
-7.47%
29.62%
30.41%
6.63%
-24.99%
2.90%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
35.09%
8.43%
0.37%
9.50%
25.81%
-6.04%
27.32%
27.33%
6.16%
-24.23%
1.20%
27.26%
8.33%
-6.29%
15.10%
24.32%
-7.85%
26.29%
23.68%
13.94%
-29.97%
6.68%
41.99%
5.83%
-14.01%
10.30%
20.92%
-5.36%
18.22%
26.76%
15.21%
-16.68%
-2.03%
76.81%
9.74%
-7.31%
1.04%
37.01%
1.83%
33.22%
77.88%
2.75%
-29.80%
2.16%
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
-5.44%
3.73%
8.15%
-10.66%
14.70%
4.74%
8.68%
8.63%
10.50%
10.32%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-5.96%
1.46%
6.94%
-15.37%
15.10%
3.83%
8.76%
9.41%
--
9.77%
-2.67%
8.16%
9.99%
-18.46%
16.31%
4.18%
7.58%
8.38%
9.48%
10.51%
-5.19%
-2.01%
10.84%
-9.65%
19.95%
5.38%
7.73%
4.96%
8.92%
7.77%
-4.11%
3.07%
7.12%
-13.16%
21.95%
11.03%
13.92%
12.36%
13.93%
9.88%
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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--
--
--
As of February 28, 2023