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 29, 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
30.02%
11.30%
-3.92%
16.20%
6.68%
-14.84%
22.46%
2.37%
28.46%
-11.40%
-0.58%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
37.16%
11.15%
-6.54%
10.45%
16.95%
-11.12%
30.89%
-2.95%
26.77%
-3.38%
-0.85%
35.76%
8.82%
-3.26%
16.04%
9.80%
-12.11%
22.44%
14.73%
26.76%
-22.16%
1.61%
38.97%
12.87%
1.61%
14.80%
15.15%
-15.06%
29.62%
5.52%
26.44%
-7.41%
-0.53%
34.32%
7.98%
-1.31%
12.70%
13.36%
-14.49%
30.74%
0.48%
28.38%
-7.89%
1.64%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.44%
-0.94%
10.81%
-10.75%
18.85%
4.24%
6.38%
6.41%
7.64%
9.57%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
-4.12%
-1.38%
12.27%
-6.53%
20.73%
6.67%
8.18%
7.26%
10.07%
7.23%
-4.15%
0.97%
9.22%
-15.08%
16.11%
4.93%
7.06%
7.87%
--
8.38%
-5.77%
-0.78%
11.70%
-9.74%
21.01%
6.33%
9.76%
10.32%
11.62%
9.31%
-6.06%
1.39%
12.46%
-9.42%
21.06%
6.48%
8.21%
8.86%
10.16%
8.31%
As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
--
As of February 28, 2023