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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--
--
--
--
--
--
--
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
38.24%
4.97%
-2.65%
24.08%
8.89%
-17.24%
21.99%
-5.68%
43.54%
-11.04%
-2.89%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
32.20%
6.18%
-4.79%
31.60%
7.51%
-10.67%
23.54%
0.35%
33.40%
-13.55%
-0.74%
38.97%
5.13%
2.95%
31.27%
6.30%
-20.47%
17.52%
-4.00%
35.56%
-12.30%
-1.64%
34.46%
-0.21%
-8.01%
29.24%
10.36%
-12.89%
25.73%
5.11%
25.16%
-10.42%
0.67%
44.26%
7.14%
-8.82%
18.27%
18.68%
-24.97%
32.55%
11.31%
37.00%
4.71%
-1.63%
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
-8.13%
-2.89%
7.39%
-14.07%
23.69%
3.95%
7.17%
8.01%
9.29%
8.71%
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
-8.20%
-0.74%
8.05%
-13.50%
21.63%
4.90%
8.08%
8.18%
--
5.94%
-7.23%
-1.64%
7.42%
-12.44%
22.68%
1.58%
6.92%
7.50%
9.13%
9.34%
-6.12%
0.67%
13.22%
-8.13%
21.58%
5.82%
7.60%
7.72%
9.72%
8.58%
-8.18%
-1.63%
18.01%
-6.12%
41.03%
9.90%
10.33%
10.64%
12.07%
10.63%
As of March 30, 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 February 28, 2023