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 January 31, 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
41.93%
-1.61%
-14.56%
28.59%
20.50%
-20.81%
26.70%
24.98%
29.46%
-17.98%
13.07%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.28%
33.78%
-0.70%
-8.48%
28.63%
9.81%
-13.32%
25.11%
4.57%
24.53%
-10.86%
9.23%
31.18%
4.59%
-7.14%
30.04%
10.86%
-18.16%
26.87%
-2.21%
32.93%
-13.07%
8.73%
27.97%
0.04%
-13.23%
30.91%
6.77%
-10.83%
11.38%
6.27%
21.16%
-7.43%
5.66%
43.20%
6.37%
-9.55%
17.43%
17.48%
-25.83%
30.89%
10.17%
35.46%
3.51%
8.80%
As of January 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
13.07%
12.85%
8.08%
-0.26%
16.60%
8.27%
10.03%
8.75%
10.85%
10.86%
6.28%
5.76%
-0.44%
-8.22%
9.88%
9.54%
12.68%
9.70%
10.28%
9.91%
9.23%
9.60%
8.19%
0.59%
9.90%
6.42%
8.31%
7.58%
9.47%
8.45%
8.73%
7.25%
5.30%
-1.47%
8.84%
4.36%
8.29%
7.95%
9.37%
9.90%
5.66%
6.98%
4.42%
3.72%
9.39%
4.42%
6.42%
7.10%
7.74%
7.52%
8.80%
11.83%
13.86%
13.18%
21.49%
9.30%
11.19%
10.33%
11.52%
10.25%
As of January 31, 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
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--
--
--
--
Capture Ratio
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--
--
As of December 31, 2022