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 20, 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
20.53%
-2.96%
-0.10%
-3.30%
23.22%
-20.47%
20.25%
7.05%
9.01%
-16.82%
3.41%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
1.82%
21.59%
-10.07%
-3.38%
-2.56%
24.17%
-18.88%
20.53%
15.96%
10.87%
-19.50%
1.45%
20.55%
-6.78%
-1.95%
-0.12%
24.01%
-14.63%
20.52%
6.67%
9.73%
-15.14%
3.15%
14.24%
-6.90%
-0.28%
1.78%
24.25%
-11.24%
20.70%
4.76%
13.24%
-16.50%
2.12%
14.46%
-7.15%
-3.26%
0.84%
28.81%
-18.47%
26.29%
12.31%
10.96%
-20.25%
3.82%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.56%
3.88%
13.10%
-7.73%
13.95%
-0.99%
2.44%
1.34%
6.11%
6.05%
-4.89%
2.24%
8.76%
-8.16%
13.75%
1.22%
3.64%
2.64%
7.11%
4.31%
-4.97%
1.45%
8.74%
-9.92%
14.45%
0.60%
2.27%
1.21%
--
3.41%
-3.87%
3.74%
14.08%
-6.16%
14.56%
1.24%
3.22%
1.77%
5.73%
1.87%
-4.82%
2.40%
12.08%
-7.19%
14.18%
1.80%
3.40%
2.41%
5.82%
4.55%
-3.67%
3.82%
14.70%
-6.57%
14.31%
1.38%
3.28%
2.36%
5.79%
3.91%
As of March 20, 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