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 17, 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
25.18%
9.29%
-0.09%
8.16%
20.13%
-9.41%
21.09%
14.69%
17.05%
-16.80%
2.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
2.41%
19.21%
9.69%
0.56%
6.97%
15.49%
-6.95%
17.64%
12.74%
13.60%
-15.54%
2.32%
9.85%
8.52%
0.67%
4.90%
10.08%
-4.59%
12.19%
10.33%
6.00%
-14.51%
2.55%
19.84%
6.95%
-1.36%
6.55%
19.33%
-7.70%
24.48%
18.64%
15.19%
-15.15%
1.07%
25.93%
3.62%
-2.53%
7.33%
20.97%
-8.50%
27.02%
14.06%
16.13%
-15.58%
1.43%
As of March 17, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.55%
1.62%
3.10%
-8.63%
12.50%
4.34%
7.49%
6.88%
8.18%
7.43%
-3.84%
2.13%
2.02%
-9.69%
17.58%
9.22%
11.76%
9.96%
10.01%
9.75%
-2.18%
1.34%
2.76%
-7.50%
9.07%
3.93%
6.38%
6.31%
6.92%
6.68%
-0.12%
0.94%
2.19%
-6.71%
3.12%
2.17%
3.94%
4.53%
4.99%
5.28%
-4.61%
0.81%
3.49%
-7.69%
14.37%
5.53%
7.37%
6.71%
8.22%
7.44%
-4.04%
1.36%
2.85%
-8.52%
12.70%
5.16%
7.26%
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7.68%
As of March 17, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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--
--
As of February 28, 2023