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 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
20.58%
13.01%
-14.50%
11.80%
15.13%
1.13%
25.30%
6.39%
14.26%
0.78%
-1.14%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
6.50%
25.89%
20.30%
-12.87%
15.37%
13.57%
1.18%
26.59%
3.95%
14.64%
-0.31%
-4.09%
19.74%
20.89%
-11.23%
13.18%
16.95%
8.02%
21.70%
-0.80%
17.02%
4.61%
-4.11%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-2.21%
17.53%
1.33%
-2.46%
18.65%
16.45%
-7.75%
13.03%
14.08%
3.59%
27.92%
4.62%
14.32%
-3.15%
-3.38%
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%
-1.14%
8.94%
-3.98%
13.31%
9.41%
7.66%
7.40%
11.60%
10.57%
1.91%
6.50%
16.90%
-9.37%
15.59%
7.76%
8.73%
6.53%
8.70%
7.34%
2.35%
-4.09%
3.22%
-8.24%
9.06%
8.68%
8.39%
6.69%
11.05%
11.54%
4.20%
-4.11%
4.46%
-5.43%
10.99%
8.60%
8.60%
7.27%
10.16%
8.21%
3.83%
-2.46%
5.88%
-6.36%
8.69%
8.87%
8.28%
7.90%
9.91%
7.57%
3.10%
-3.38%
4.93%
-9.00%
6.84%
8.82%
8.16%
7.47%
11.32%
8.82%
As of March 30, 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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--
--
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As of February 28, 2023