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 26, 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
--
--
--
21.26%
14.58%
-11.11%
25.60%
20.20%
14.71%
-20.35%
8.06%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.85%
38.98%
5.15%
-4.14%
21.58%
14.83%
-10.84%
25.53%
20.15%
14.89%
-20.29%
8.08%
36.33%
3.19%
-6.15%
19.03%
12.90%
-12.59%
23.62%
17.80%
12.98%
-21.70%
8.01%
38.94%
5.00%
-4.35%
21.41%
14.78%
-10.92%
25.61%
20.15%
14.82%
-20.39%
8.13%
39.14%
4.81%
-4.43%
21.33%
14.55%
-10.94%
25.50%
19.97%
14.73%
-20.39%
8.13%
As of January 26, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
8.15%
5.87%
6.20%
-2.32%
6.02%
4.80%
--
--
--
8.79%
5.73%
6.48%
4.47%
-5.09%
8.96%
9.08%
12.60%
9.93%
10.22%
9.90%
8.19%
5.94%
6.35%
-2.17%
6.05%
4.90%
9.34%
8.62%
9.98%
9.93%
8.04%
5.46%
5.39%
-3.86%
4.17%
3.05%
7.31%
6.70%
--
5.70%
8.21%
5.94%
6.30%
-2.23%
6.01%
4.87%
9.26%
--
--
10.35%
8.24%
5.94%
6.30%
-2.22%
5.94%
4.79%
9.18%
8.40%
9.68%
8.00%
As of January 26, 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 December 31, 2022