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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
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
26.77%
2.06%
3.89%
0.16%
36.24%
-13.56%
31.56%
27.62%
15.36%
-32.14%
9.47%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
3.57%
26.69%
3.13%
5.24%
1.78%
28.79%
-5.91%
29.99%
33.30%
17.69%
-25.88%
6.72%
27.35%
0.77%
1.45%
-0.71%
32.22%
-1.47%
34.93%
26.56%
23.28%
-28.14%
5.81%
28.79%
3.90%
-1.23%
1.25%
28.98%
-2.80%
30.74%
35.38%
21.09%
-37.46%
11.99%
23.33%
4.23%
-2.31%
-5.05%
24.48%
-4.67%
32.32%
21.58%
20.37%
-20.51%
13.18%
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
3.46%
9.88%
19.51%
-11.04%
12.27%
4.80%
7.95%
6.73%
9.45%
10.82%
-0.95%
3.23%
18.21%
-6.89%
11.06%
1.78%
3.88%
2.37%
7.21%
4.39%
0.42%
7.09%
14.69%
-11.31%
15.59%
8.40%
9.98%
7.97%
10.62%
11.86%
2.40%
6.11%
14.66%
-11.39%
11.53%
9.22%
9.68%
6.73%
9.13%
6.37%
3.10%
12.99%
14.34%
-17.40%
10.03%
7.50%
8.84%
7.22%
9.56%
8.77%
3.88%
13.77%
26.03%
-1.13%
18.69%
11.04%
8.63%
6.56%
--
7.76%
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