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
31.85%
3.68%
-7.02%
25.06%
10.05%
-15.45%
21.72%
4.41%
35.88%
-16.30%
-2.23%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.03%
34.29%
3.88%
-3.17%
25.53%
9.72%
-17.60%
32.86%
8.54%
36.10%
-15.17%
-0.44%
35.53%
5.63%
-7.28%
33.60%
6.05%
-19.23%
18.45%
-3.42%
41.19%
-11.58%
-6.19%
33.46%
1.71%
-1.39%
20.16%
6.08%
-12.09%
20.02%
-1.74%
26.12%
-17.75%
2.01%
33.54%
2.59%
-6.73%
32.01%
13.61%
-18.51%
20.67%
7.55%
28.42%
-9.04%
-1.32%
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
-10.02%
-2.23%
7.18%
-15.10%
23.54%
4.48%
6.44%
6.96%
8.97%
7.39%
0.03%
4.33%
10.03%
-10.94%
17.98%
10.70%
11.92%
9.80%
10.06%
9.80%
-10.04%
-0.10%
9.21%
-12.38%
24.94%
7.06%
8.64%
8.96%
10.15%
10.08%
-12.98%
-6.37%
3.34%
-18.34%
29.19%
2.59%
6.15%
6.96%
9.72%
9.73%
-6.94%
2.01%
14.06%
-11.63%
19.27%
2.37%
5.15%
5.98%
9.34%
9.90%
-9.10%
-0.56%
11.30%
-10.08%
25.63%
5.23%
7.82%
7.22%
9.39%
8.59%
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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As of February 28, 2023