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 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
22.79%
7.05%
-1.51%
6.64%
19.37%
-6.95%
23.64%
12.61%
17.28%
-18.04%
2.13%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
--
6.87%
-1.67%
9.41%
17.53%
-7.36%
22.65%
13.52%
15.59%
-16.07%
1.66%
23.14%
5.64%
-1.21%
5.09%
21.83%
-9.52%
26.59%
15.71%
17.11%
-19.24%
2.23%
20.79%
5.84%
-0.97%
5.00%
19.41%
-7.62%
23.25%
15.36%
13.84%
-17.71%
2.49%
17.32%
5.54%
-1.44%
5.81%
16.47%
-6.69%
20.18%
13.44%
10.67%
-15.56%
2.64%
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
-0.80%
2.00%
7.39%
-10.48%
12.82%
5.44%
6.96%
6.17%
7.42%
7.15%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-1.14%
1.39%
8.21%
-10.03%
13.23%
5.48%
--
--
--
6.07%
-1.61%
2.16%
9.20%
-10.74%
14.63%
5.53%
7.08%
5.75%
--
5.73%
-0.63%
2.25%
7.77%
-9.16%
12.08%
5.18%
6.58%
5.64%
--
5.60%
0.20%
2.26%
6.62%
-7.67%
9.63%
4.54%
5.72%
5.10%
--
5.07%
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
--
--
--
--
--
As of February 28, 2023