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 January 27, 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
21.20%
-6.45%
-1.14%
0.78%
24.84%
-13.57%
21.53%
7.68%
11.01%
-14.36%
8.74%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
8.97%
18.99%
-5.45%
-1.00%
1.26%
24.35%
-13.74%
21.29%
7.38%
11.03%
-14.52%
8.40%
21.74%
-5.79%
-0.92%
1.11%
25.26%
-13.75%
21.98%
7.90%
11.07%
-14.18%
8.60%
21.87%
-5.31%
-0.73%
1.34%
25.38%
-13.52%
22.00%
8.17%
11.45%
-14.24%
8.72%
21.12%
-5.91%
-1.19%
0.98%
24.46%
-13.92%
21.46%
7.50%
10.85%
-14.55%
8.32%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.57%
21.16%
11.47%
-1.30%
4.25%
1.77%
4.72%
2.72%
6.66%
4.68%
8.61%
19.93%
10.69%
-3.89%
3.39%
1.23%
4.31%
2.80%
7.41%
4.66%
8.40%
20.99%
11.26%
-1.76%
4.02%
1.52%
4.55%
2.58%
6.15%
3.73%
8.60%
21.14%
11.72%
-1.28%
4.42%
1.88%
4.97%
2.99%
--
4.43%
8.61%
21.19%
11.71%
-1.27%
4.58%
2.10%
5.20%
3.29%
7.20%
4.91%
8.44%
20.88%
11.22%
-1.79%
4.01%
1.49%
4.59%
2.68%
6.62%
3.75%
As of January 27, 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 December 31, 2022