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 31, 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
35.51%
9.42%
5.07%
-3.41%
31.02%
2.69%
32.07%
35.87%
23.34%
-32.03%
10.59%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.50%
34.35%
5.68%
-2.96%
9.70%
12.37%
-10.34%
29.57%
15.43%
11.43%
-22.22%
7.21%
23.03%
7.29%
1.14%
-0.88%
28.76%
-5.44%
28.13%
30.52%
16.20%
-34.21%
12.98%
--
--
--
5.62%
25.68%
-5.81%
31.07%
29.38%
27.73%
-30.43%
12.54%
35.58%
12.78%
0.32%
5.54%
29.95%
1.51%
35.37%
37.41%
21.60%
-30.86%
13.87%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.62%
10.59%
18.49%
-13.42%
13.02%
10.03%
11.93%
9.69%
10.50%
8.25%
3.67%
7.50%
15.62%
-7.73%
18.60%
11.19%
12.24%
10.06%
10.37%
9.90%
3.48%
7.21%
20.15%
-8.09%
9.79%
4.64%
6.52%
5.34%
5.52%
3.33%
6.08%
12.98%
16.12%
-15.52%
11.14%
6.26%
8.25%
6.98%
--
7.10%
5.97%
12.54%
12.58%
-13.14%
14.55%
9.61%
--
--
--
10.60%
7.24%
13.87%
15.33%
-13.23%
13.96%
11.96%
13.36%
11.38%
9.74%
8.02%
As of March 31, 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