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 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
18.14%
9.45%
0.49%
7.63%
13.73%
-6.01%
18.82%
8.39%
13.91%
-16.65%
2.71%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.03%
17.44%
10.17%
-1.36%
7.66%
14.73%
-3.37%
23.81%
15.14%
13.59%
-16.16%
3.34%
19.14%
6.91%
-0.28%
7.58%
15.68%
-2.76%
23.00%
18.75%
14.04%
-15.85%
4.21%
20.96%
9.62%
2.65%
4.84%
13.75%
-3.13%
24.11%
14.41%
14.42%
-15.30%
2.24%
17.09%
10.07%
-0.45%
7.23%
13.56%
-4.18%
21.02%
15.27%
16.28%
-17.03%
3.27%
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
-0.39%
2.71%
8.00%
-9.95%
8.75%
3.87%
5.86%
5.52%
6.43%
6.14%
0.03%
4.33%
10.03%
-10.94%
17.98%
10.70%
11.92%
9.80%
10.06%
9.80%
0.40%
3.45%
8.33%
-7.69%
9.30%
6.62%
7.25%
5.35%
5.77%
7.66%
1.00%
4.50%
10.34%
-8.17%
10.70%
7.66%
7.70%
7.20%
7.98%
7.74%
0.92%
2.24%
6.32%
-8.43%
9.73%
6.77%
7.60%
6.26%
7.78%
7.91%
0.41%
3.49%
7.41%
-9.61%
9.64%
6.42%
6.97%
7.22%
7.22%
8.27%
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