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)
--
--
--
--
--
--
--
--
As of March 31, 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
29.00%
9.96%
4.79%
8.23%
28.31%
2.66%
38.29%
34.50%
24.82%
-30.93%
8.76%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.50%
33.98%
12.45%
8.08%
3.65%
25.94%
-2.16%
36.59%
38.24%
22.21%
-31.10%
13.57%
32.72%
13.95%
6.40%
3.61%
22.62%
-0.62%
33.84%
27.03%
23.41%
-20.77%
8.47%
36.00%
8.31%
9.80%
0.33%
30.27%
3.09%
30.87%
46.43%
16.68%
-38.25%
19.00%
26.15%
8.55%
8.07%
0.71%
25.32%
3.59%
33.01%
35.37%
19.22%
-29.76%
9.69%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.12%
8.76%
14.97%
-13.83%
13.34%
11.64%
12.87%
--
--
13.92%
3.67%
7.50%
15.62%
-7.73%
18.60%
11.19%
12.24%
10.06%
10.37%
9.90%
6.63%
13.57%
17.56%
-12.83%
14.55%
11.81%
13.20%
10.19%
10.31%
5.46%
5.04%
8.47%
16.95%
-6.44%
17.23%
12.22%
12.90%
11.08%
11.04%
10.12%
8.21%
19.00%
17.42%
-14.90%
12.00%
9.81%
12.97%
10.46%
11.35%
-0.02%
5.64%
9.69%
16.16%
-12.34%
12.71%
11.20%
11.56%
10.38%
9.30%
9.67%
As of March 31, 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
--
--
--
--
--
Capture Ratio
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--
--
--
--
As of February 28, 2023