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 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
12.87%
21.90%
-8.14%
15.58%
10.25%
3.02%
18.21%
-5.51%
13.94%
0.30%
-3.78%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
6.50%
19.25%
8.08%
-8.93%
16.13%
8.12%
-2.88%
17.88%
-4.15%
16.61%
-6.03%
-1.93%
13.19%
24.54%
-7.84%
17.13%
10.02%
2.19%
26.16%
-2.41%
17.44%
1.13%
-2.50%
25.34%
19.69%
-13.28%
14.79%
12.98%
0.68%
26.09%
3.50%
14.08%
-0.83%
-4.19%
17.41%
15.37%
-8.78%
11.77%
12.78%
2.49%
26.54%
3.41%
13.11%
-4.18%
-3.65%
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
2.65%
-3.78%
4.50%
-7.74%
5.98%
5.57%
6.06%
5.69%
7.60%
4.06%
1.91%
6.50%
16.90%
-9.37%
15.59%
7.76%
8.73%
6.53%
8.70%
7.34%
1.60%
-1.93%
6.62%
-9.20%
6.55%
4.32%
4.73%
5.27%
7.47%
6.12%
3.80%
-2.50%
5.76%
-6.55%
8.51%
8.71%
8.11%
7.73%
9.75%
7.41%
2.29%
-4.19%
2.98%
-8.69%
8.53%
8.17%
7.87%
6.16%
10.59%
11.31%
3.00%
-3.65%
4.31%
-10.01%
5.69%
7.64%
6.99%
6.33%
10.15%
7.69%
As of March 30, 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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As of February 28, 2023