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 30, 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
25.84%
2.41%
4.52%
1.05%
27.88%
-6.60%
29.06%
32.32%
16.84%
-26.41%
8.84%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
6.40%
35.87%
-1.31%
12.36%
-4.77%
43.00%
-2.85%
30.04%
73.81%
7.26%
-39.85%
16.86%
21.23%
4.24%
2.85%
1.03%
30.78%
-7.99%
32.02%
31.91%
16.90%
-29.30%
9.89%
43.82%
4.87%
4.07%
2.52%
34.74%
-3.97%
26.81%
33.83%
12.25%
-29.46%
8.64%
42.18%
-5.04%
-0.88%
-1.11%
24.80%
-10.16%
31.26%
55.84%
3.25%
-38.05%
19.14%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.81%
8.84%
17.79%
-12.22%
14.70%
7.93%
9.38%
7.40%
9.95%
11.07%
1.99%
6.40%
21.59%
-6.37%
11.90%
2.38%
4.12%
2.57%
7.37%
4.51%
6.46%
16.86%
19.98%
-17.46%
13.29%
9.52%
12.33%
--
--
12.01%
3.82%
9.89%
21.11%
-11.33%
12.86%
7.08%
9.08%
6.91%
--
5.90%
2.42%
8.64%
14.60%
-12.23%
10.92%
5.89%
10.61%
9.67%
10.98%
10.95%
7.88%
19.14%
26.75%
-13.30%
9.64%
6.21%
7.72%
8.35%
--
6.06%
As of March 30, 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