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 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
-0.09%
31.82%
3.03%
7.24%
6.62%
-3.08%
29.66%
-4.74%
43.12%
-27.27%
-2.96%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
3.82%
1.41%
30.16%
3.08%
6.08%
5.54%
-4.65%
31.14%
-8.01%
41.82%
-24.46%
-3.67%
1.41%
31.51%
3.60%
7.05%
5.78%
-5.39%
25.74%
-5.95%
41.48%
-24.59%
-2.68%
1.39%
27.88%
4.38%
4.10%
12.02%
-4.30%
30.78%
1.10%
39.05%
-28.89%
-3.42%
2.18%
28.62%
2.07%
6.18%
8.86%
-5.28%
28.22%
-10.39%
41.49%
-24.57%
-2.92%
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
-5.92%
-3.31%
-2.91%
-21.52%
12.12%
6.02%
6.02%
5.82%
9.17%
10.21%
-0.35%
3.75%
11.25%
-9.98%
17.40%
7.55%
8.48%
6.44%
8.55%
7.25%
-6.51%
-4.00%
-3.29%
-20.71%
11.94%
5.74%
5.61%
5.00%
8.48%
9.28%
-7.03%
-2.86%
-2.18%
-21.24%
12.55%
5.36%
5.59%
6.20%
9.63%
10.00%
-6.92%
-3.65%
-3.50%
-24.56%
10.71%
5.77%
6.30%
5.81%
8.67%
8.71%
-6.35%
-3.10%
-3.92%
-19.45%
11.31%
4.35%
5.21%
5.28%
9.01%
9.12%
As of March 24, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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--
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As of February 28, 2023