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
35.09%
9.25%
-5.71%
15.34%
19.93%
-3.42%
35.95%
12.29%
14.94%
-15.86%
3.01%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.33%
35.60%
10.70%
1.51%
17.95%
15.28%
-11.23%
27.71%
8.88%
25.61%
-12.69%
1.02%
35.50%
14.58%
1.69%
8.81%
16.63%
-14.30%
16.95%
9.18%
26.66%
-14.21%
0.31%
32.43%
13.25%
-9.46%
12.84%
10.66%
-10.84%
31.53%
8.36%
30.45%
-10.65%
-3.69%
32.72%
9.08%
-2.77%
19.88%
15.44%
-11.64%
25.34%
12.79%
23.93%
-13.59%
-0.46%
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
-7.26%
4.39%
2.84%
-6.10%
17.48%
7.56%
9.39%
8.28%
10.30%
10.17%
-2.98%
3.86%
3.39%
-9.94%
21.62%
9.69%
11.88%
9.73%
9.98%
9.78%
-4.87%
2.47%
3.09%
-6.22%
24.06%
6.60%
9.81%
9.00%
--
8.36%
-7.82%
1.21%
3.33%
-10.31%
23.43%
3.42%
7.72%
6.81%
7.87%
9.78%
-9.53%
-2.60%
-1.42%
-9.89%
25.85%
7.44%
7.96%
7.72%
9.49%
9.85%
-9.39%
0.84%
2.41%
-9.82%
25.37%
5.65%
8.71%
8.87%
10.03%
8.11%
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
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--
--
--
--
Capture Ratio
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--
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As of February 28, 2023