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 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
36.04%
13.93%
-7.32%
20.16%
11.53%
-20.50%
18.78%
-7.29%
33.15%
-10.18%
-3.39%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
35.51%
9.86%
-6.96%
19.16%
15.18%
-15.80%
26.43%
4.16%
27.39%
-7.53%
0.05%
31.72%
13.85%
-7.25%
15.19%
11.89%
-20.16%
26.89%
1.00%
28.33%
-6.81%
-0.74%
44.39%
4.56%
-2.88%
15.42%
12.97%
-18.88%
28.09%
8.39%
20.31%
-13.35%
-2.23%
--
--
--
--
--
-11.59%
26.92%
5.66%
32.07%
-8.02%
-4.61%
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
-9.26%
-3.79%
7.39%
-16.95%
23.85%
1.00%
5.31%
6.35%
7.88%
7.52%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
-5.27%
-0.19%
10.24%
-11.99%
23.10%
6.01%
8.19%
--
--
8.64%
-6.26%
-0.98%
10.78%
-9.21%
19.58%
4.85%
6.99%
5.87%
7.71%
8.66%
-6.72%
-2.49%
7.58%
-17.44%
18.35%
3.05%
6.59%
7.35%
8.40%
7.82%
-6.79%
-5.02%
3.46%
-13.87%
21.60%
7.26%
--
--
--
6.19%
As of March 29, 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