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 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
35.27%
6.05%
21.76%
-5.25%
9.56%
-8.19%
22.51%
3.59%
18.34%
-10.30%
3.54%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
2.80%
--
--
15.12%
3.83%
8.99%
-3.63%
22.88%
3.47%
18.49%
-10.41%
3.55%
--
4.74%
8.77%
-1.62%
21.29%
-13.40%
15.20%
4.39%
24.74%
-13.98%
5.74%
--
8.27%
15.89%
-0.17%
1.63%
2.98%
7.01%
13.08%
7.79%
-8.67%
3.70%
--
12.80%
20.58%
4.54%
12.78%
-5.39%
23.21%
10.82%
14.97%
-8.54%
3.06%
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
0.31%
2.96%
13.08%
-0.57%
12.03%
5.38%
7.85%
5.52%
--
5.05%
-1.73%
2.15%
8.34%
-7.70%
19.32%
9.00%
8.31%
6.05%
9.07%
7.60%
0.31%
2.95%
13.02%
-0.58%
11.94%
6.31%
--
--
--
7.38%
-0.01%
5.47%
12.02%
-5.72%
14.22%
2.98%
--
--
--
5.94%
1.89%
3.20%
12.26%
0.91%
7.70%
4.89%
--
--
--
5.90%
1.43%
2.46%
11.79%
-2.10%
12.06%
7.12%
--
--
--
9.58%
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
--
--
--
--
--
As of February 28, 2023