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 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
13.97%
23.14%
-7.22%
16.70%
11.37%
4.07%
19.38%
-4.55%
15.09%
1.32%
-5.73%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
4.21%
25.42%
21.20%
-16.01%
20.70%
7.03%
-3.51%
20.78%
-9.32%
19.52%
6.15%
-3.91%
18.20%
20.13%
-6.54%
23.61%
0.62%
0.91%
19.93%
-2.42%
13.74%
-5.08%
-6.22%
25.89%
20.30%
-12.87%
15.37%
13.57%
1.18%
26.59%
3.95%
14.64%
-0.31%
-6.27%
13.99%
23.20%
-6.97%
22.24%
7.79%
3.58%
21.87%
1.73%
21.24%
-1.34%
-3.97%
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
-1.07%
-6.87%
-2.03%
-6.80%
7.40%
6.30%
7.01%
6.53%
8.55%
5.04%
-0.54%
4.30%
13.26%
-9.88%
15.69%
7.43%
8.53%
6.33%
8.56%
7.26%
-2.52%
-5.40%
0.06%
-9.51%
11.24%
6.85%
6.55%
7.88%
10.30%
8.98%
-0.61%
-7.26%
-1.96%
-9.73%
5.80%
4.60%
5.91%
5.60%
8.72%
7.19%
-1.47%
-7.58%
-2.18%
-8.50%
9.55%
8.35%
8.26%
6.47%
10.93%
11.48%
-1.08%
-4.74%
0.29%
-7.27%
12.33%
8.62%
8.42%
6.84%
9.63%
8.02%
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
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--
--
--
--
Downside
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--
--
--
--
Capture Ratio
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As of February 28, 2023