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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 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
29.30%
5.96%
-2.04%
13.97%
17.56%
-9.95%
27.19%
15.36%
21.58%
-17.55%
9.77%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
30.90%
9.90%
-3.54%
10.40%
19.90%
-8.72%
29.28%
12.80%
22.92%
-14.10%
9.12%
36.07%
9.11%
-2.88%
16.39%
10.15%
-11.86%
22.86%
15.19%
27.21%
-21.90%
7.14%
36.26%
12.48%
-0.22%
6.98%
20.96%
-8.51%
32.56%
22.35%
19.76%
-16.25%
6.74%
35.44%
5.93%
-1.85%
11.59%
20.25%
-15.10%
23.31%
18.34%
24.90%
-15.02%
7.43%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
10.27%
14.51%
9.88%
3.61%
8.70%
6.58%
9.38%
9.22%
10.74%
11.88%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
9.41%
11.87%
6.45%
6.00%
9.27%
7.72%
10.25%
8.28%
9.74%
10.13%
7.00%
8.16%
2.85%
-4.62%
7.01%
4.91%
8.58%
8.59%
--
9.12%
6.80%
8.30%
5.54%
-0.31%
9.18%
8.38%
11.46%
9.90%
11.04%
10.12%
7.20%
10.45%
8.09%
2.72%
10.99%
5.60%
9.65%
8.09%
--
9.64%
As of January 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
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
--
As of December 31, 2022