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 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
--
--
--
-1.43%
23.76%
-5.76%
30.95%
24.39%
11.29%
-21.39%
3.14%
15.29%
-3.87%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
3.25%
--
--
--
--
--
--
--
--
--
--
5.50%
23.45%
0.51%
-4.78%
8.71%
17.88%
-8.87%
27.66%
-0.15%
21.06%
-15.50%
1.94%
--
--
--
--
24.91%
-9.99%
27.66%
15.34%
19.65%
-17.08%
2.96%
--
--
1.98%
3.96%
24.46%
-8.36%
31.42%
18.72%
23.34%
-23.03%
6.83%
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
0.59%
3.21%
14.08%
-8.55%
11.38%
6.86%
--
--
--
6.21%
-0.64%
3.35%
15.75%
-7.49%
13.16%
1.92%
3.82%
2.68%
7.19%
4.38%
-0.39%
6.52%
--
--
--
--
--
--
--
--
-2.22%
2.56%
12.56%
-7.39%
15.59%
4.90%
5.53%
--
--
6.00%
-0.88%
2.88%
11.65%
-8.78%
16.03%
6.81%
--
--
--
8.58%
-0.41%
7.30%
17.85%
-9.43%
15.50%
8.23%
--
--
--
7.87%
As of March 24, 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
--
--
--
--
--
As of February 28, 2023