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 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
38.32%
3.68%
-3.63%
26.91%
8.11%
-19.53%
24.18%
3.79%
39.91%
-13.11%
-4.92%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
40.27%
4.68%
-2.74%
24.00%
11.21%
-17.53%
20.42%
9.89%
34.52%
-13.67%
-2.92%
--
--
-3.54%
24.63%
7.59%
-16.51%
23.90%
-2.30%
34.36%
-14.64%
-2.17%
--
--
--
--
--
--
--
--
--
3.46%
1.36%
48.53%
5.64%
-3.78%
13.08%
12.88%
-13.32%
19.02%
9.85%
31.50%
-15.18%
-1.48%
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
-12.74%
-4.64%
1.03%
-18.36%
28.80%
4.76%
7.36%
7.03%
8.99%
8.66%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-9.04%
-2.99%
4.14%
-14.55%
27.20%
5.24%
7.90%
7.62%
--
6.60%
-8.49%
-2.15%
6.41%
-13.81%
23.70%
3.48%
--
--
--
4.76%
-4.30%
1.65%
21.25%
-3.54%
--
--
--
--
--
3.84%
-9.31%
-1.48%
4.44%
-12.87%
26.14%
4.48%
7.76%
7.59%
9.45%
8.26%
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