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
14.50%
6.27%
-3.33%
6.41%
13.67%
-7.50%
16.81%
2.78%
14.45%
-7.58%
-0.27%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.03%
16.27%
2.85%
-4.18%
5.58%
13.15%
-6.84%
16.36%
9.66%
8.33%
-14.90%
2.13%
16.21%
4.40%
-5.65%
9.28%
14.58%
-4.91%
17.35%
-0.90%
19.69%
-8.47%
2.41%
12.11%
1.55%
-2.06%
10.30%
13.41%
-6.23%
14.88%
5.03%
10.09%
-3.28%
2.34%
16.05%
3.49%
-1.56%
5.32%
15.19%
-7.14%
18.17%
9.27%
8.30%
-10.81%
0.78%
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
-1.17%
-0.52%
10.16%
-5.96%
9.28%
4.03%
4.75%
4.19%
6.45%
8.06%
0.03%
4.33%
10.03%
-10.94%
17.98%
10.70%
11.92%
9.80%
10.06%
9.80%
0.70%
2.32%
12.08%
-7.62%
6.63%
2.41%
3.99%
--
--
4.32%
-3.22%
1.79%
13.63%
-4.69%
14.81%
5.14%
5.16%
5.33%
8.36%
8.20%
-0.51%
2.08%
14.34%
-1.20%
10.95%
4.54%
5.25%
--
--
5.72%
-1.02%
0.71%
11.60%
-5.86%
7.73%
3.40%
4.82%
4.69%
6.83%
7.56%
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