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
33.80%
8.35%
6.86%
-0.36%
32.59%
1.74%
31.85%
40.09%
20.69%
-37.84%
13.12%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
36.55%
11.70%
4.83%
-0.06%
34.68%
14.08%
40.26%
68.60%
11.40%
-38.40%
10.67%
39.72%
8.32%
4.93%
2.01%
27.10%
-3.78%
36.52%
42.18%
11.85%
-31.14%
8.99%
29.39%
14.88%
1.94%
8.41%
26.82%
-3.39%
32.17%
30.64%
21.80%
-25.09%
5.39%
36.28%
8.52%
7.11%
2.21%
30.54%
2.34%
37.35%
31.30%
23.34%
-31.32%
7.46%
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
4.57%
13.12%
11.56%
-18.52%
12.32%
8.76%
11.99%
9.38%
9.75%
7.48%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
1.59%
10.19%
8.02%
-22.23%
15.95%
14.85%
15.10%
11.73%
11.26%
11.22%
2.95%
8.79%
9.40%
-17.47%
13.86%
8.77%
11.75%
9.80%
--
9.07%
1.60%
5.63%
10.01%
-12.08%
16.61%
9.86%
12.03%
10.16%
10.81%
9.17%
3.64%
7.50%
8.81%
-15.25%
12.26%
10.14%
12.61%
10.59%
11.40%
10.94%
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