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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of March 30, 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
29.23%
10.64%
-0.76%
5.37%
27.66%
0.07%
38.81%
21.54%
25.25%
-19.82%
6.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
35.27%
12.51%
-1.16%
6.85%
28.08%
-1.63%
34.81%
27.55%
22.34%
-23.36%
4.70%
35.26%
7.69%
6.30%
1.46%
29.56%
1.58%
36.32%
30.31%
22.42%
-31.84%
8.86%
35.58%
12.78%
0.32%
5.54%
29.95%
1.51%
35.37%
37.41%
21.60%
-30.86%
12.14%
23.03%
7.29%
1.14%
-0.88%
28.76%
-5.44%
28.13%
30.52%
16.20%
-34.21%
11.08%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
3.74%
6.00%
15.85%
-9.37%
15.83%
12.05%
12.20%
10.34%
9.77%
8.69%
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
1.79%
4.70%
10.61%
-12.48%
13.82%
10.01%
12.12%
9.77%
9.59%
10.71%
4.94%
8.86%
12.67%
-16.43%
9.89%
9.33%
11.80%
10.01%
10.47%
10.30%
5.62%
12.14%
13.58%
-15.77%
12.91%
11.61%
13.18%
11.27%
9.56%
7.96%
4.29%
11.08%
14.16%
-18.52%
9.96%
5.90%
8.06%
6.84%
--
6.99%
As of March 30, 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 February 28, 2023