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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--
--
--
--
--
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As of March 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
19.24%
11.81%
-15.43%
10.56%
13.84%
0.07%
23.97%
5.18%
13.02%
-0.29%
-3.98%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
4.21%
19.16%
20.32%
-11.60%
12.63%
16.46%
7.52%
21.10%
-1.27%
16.46%
4.11%
-6.23%
25.34%
19.69%
-13.28%
14.79%
12.98%
0.68%
26.09%
3.50%
14.08%
-0.83%
-6.37%
17.41%
15.37%
-8.78%
11.77%
12.78%
2.49%
26.54%
3.41%
13.11%
-4.18%
-5.70%
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
13.94%
0.30%
-5.94%
As of March 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-0.48%
-4.70%
1.87%
-5.10%
11.87%
7.93%
6.28%
6.09%
10.43%
9.49%
-0.54%
4.30%
13.26%
-9.88%
15.69%
7.43%
8.53%
6.33%
8.56%
7.26%
0.12%
-7.23%
-2.28%
-5.57%
10.78%
7.78%
7.98%
6.56%
9.53%
7.63%
-1.54%
-7.69%
-2.44%
-8.95%
9.00%
7.85%
7.73%
5.95%
10.48%
11.25%
-0.52%
-6.55%
-2.06%
-9.93%
6.16%
7.39%
6.86%
6.13%
10.05%
7.61%
-1.16%
-7.12%
-2.52%
-7.73%
6.34%
5.24%
5.95%
5.47%
7.47%
3.96%
As of March 27, 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