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 20, 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
37.48%
4.88%
-8.87%
28.69%
9.52%
-14.06%
22.26%
1.05%
28.86%
-12.82%
-0.70%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.33%
39.67%
7.32%
-6.72%
31.23%
11.64%
-12.67%
24.48%
2.86%
30.87%
-11.11%
-0.22%
34.26%
-9.46%
-13.09%
14.63%
11.74%
-18.73%
33.99%
-5.33%
29.50%
-4.92%
-5.54%
--
9.85%
-5.12%
29.59%
5.81%
-17.52%
20.25%
-6.27%
34.20%
-6.50%
-3.52%
28.06%
0.27%
-11.25%
21.37%
5.49%
-7.05%
18.60%
-6.25%
28.48%
-9.87%
0.45%
As of March 20, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-12.12%
0.53%
1.46%
-12.40%
26.49%
3.42%
6.99%
6.69%
8.31%
6.32%
-2.98%
3.86%
3.39%
-9.94%
21.62%
9.69%
11.88%
9.73%
9.98%
9.78%
-11.97%
1.07%
2.68%
-10.56%
28.65%
5.24%
9.03%
--
--
11.23%
-13.87%
-4.54%
-8.77%
-11.53%
27.12%
3.55%
3.76%
7.89%
--
5.28%
-12.63%
-2.23%
1.06%
-9.74%
31.14%
2.52%
7.35%
--
--
7.78%
-8.35%
0.91%
7.92%
-3.74%
26.14%
3.33%
5.38%
5.38%
9.46%
8.26%
As of March 20, 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