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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--
--
--
--
--
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As of March 20, 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
41.36%
27.15%
7.28%
-11.90%
14.95%
-0.86%
29.92%
15.64%
19.12%
-4.93%
-4.66%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
3.24%
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--
--
--
--
--
35.61%
47.76%
15.79%
-16.90%
-4.97%
--
--
--
--
--
--
--
37.57%
8.57%
-11.71%
-3.76%
55.52%
35.18%
4.87%
-14.84%
30.73%
-4.03%
17.71%
40.72%
5.66%
-10.65%
-2.50%
50.00%
26.78%
12.99%
-8.29%
21.96%
-2.76%
33.65%
22.88%
10.24%
-11.50%
-5.48%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-2.28%
-3.73%
5.15%
-6.65%
16.49%
9.44%
10.93%
10.12%
9.11%
11.18%
-3.60%
3.67%
5.64%
-9.55%
19.31%
6.67%
8.40%
6.47%
8.48%
7.23%
-3.57%
-4.33%
0.06%
-11.36%
19.27%
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--
--
--
12.05%
-3.93%
-3.05%
0.63%
-7.66%
17.75%
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9.03%
-2.60%
-0.76%
5.87%
-3.90%
20.05%
6.93%
12.00%
13.23%
14.10%
13.37%
-4.22%
-4.19%
1.49%
-9.90%
14.21%
7.13%
12.01%
11.50%
11.64%
11.05%
As of March 20, 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
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--
--
--
--
Downside
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--
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--
--
Capture Ratio
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--
--
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As of February 28, 2023