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)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 24, 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
33.91%
16.87%
7.45%
5.12%
30.41%
-1.75%
36.58%
45.00%
24.58%
-34.36%
16.17%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
35.06%
17.84%
8.59%
5.93%
31.21%
-1.37%
37.53%
46.78%
25.93%
-33.33%
16.69%
41.44%
18.67%
1.65%
8.18%
32.42%
-0.27%
39.01%
48.44%
27.16%
-32.57%
16.89%
36.44%
18.34%
8.59%
5.92%
30.57%
-1.67%
37.58%
47.86%
26.72%
-32.98%
16.74%
35.66%
18.46%
8.82%
6.42%
31.96%
-0.69%
38.51%
47.93%
26.60%
-32.87%
16.80%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.53%
15.61%
11.89%
-15.31%
16.96%
12.73%
15.04%
12.63%
12.11%
4.62%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
6.65%
16.19%
12.74%
-13.89%
18.55%
13.91%
16.11%
13.58%
12.90%
12.05%
6.70%
16.40%
13.25%
-13.00%
19.76%
15.14%
16.54%
13.33%
--
11.65%
6.68%
16.24%
13.02%
-13.47%
19.08%
14.35%
16.37%
14.02%
13.25%
5.21%
6.68%
16.30%
13.01%
-13.37%
19.25%
14.68%
16.76%
14.09%
13.28%
6.37%
As of March 24, 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