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)
--
--
--
--
--
--
--
--
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
36.59%
5.05%
-2.74%
21.29%
15.62%
-11.32%
25.18%
3.77%
27.73%
-8.19%
-0.49%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
--
--
2.09%
16.09%
9.66%
-8.23%
24.82%
4.18%
25.81%
-6.57%
-0.68%
34.02%
6.75%
-4.48%
21.22%
12.17%
-12.78%
29.25%
0.74%
25.18%
-5.58%
-0.74%
30.71%
6.53%
-3.28%
20.87%
10.76%
-11.31%
24.91%
-0.49%
26.45%
-7.17%
-3.63%
34.40%
8.15%
-1.22%
12.83%
13.35%
-14.42%
30.86%
0.52%
28.37%
-7.86%
2.00%
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
-4.99%
-0.49%
9.82%
-8.81%
21.62%
6.35%
8.83%
9.05%
12.83%
10.72%
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
-4.10%
-0.68%
8.51%
-9.70%
21.03%
7.19%
--
--
--
8.14%
-4.11%
-0.74%
10.93%
-8.41%
17.54%
6.45%
8.11%
8.66%
--
7.21%
-8.43%
-3.63%
7.81%
-11.70%
17.96%
4.31%
7.12%
--
--
8.73%
-5.76%
2.00%
13.68%
-8.34%
20.48%
6.59%
8.32%
8.94%
10.22%
8.37%
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