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 March 24, 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
31.08%
11.93%
-3.22%
14.17%
16.68%
-5.47%
23.70%
0.30%
26.54%
-4.22%
-4.22%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
26.15%
9.99%
-2.38%
13.73%
14.51%
-5.07%
23.67%
1.06%
26.43%
-1.46%
-5.08%
23.66%
11.89%
0.35%
10.54%
17.12%
-4.64%
19.88%
-4.06%
26.78%
-3.54%
-5.08%
30.28%
12.42%
-3.53%
17.17%
17.37%
-3.60%
24.98%
3.61%
29.10%
-9.34%
0.57%
--
--
--
--
--
-6.96%
24.28%
0.86%
19.08%
-1.72%
-3.58%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.10%
-4.55%
5.15%
-7.67%
18.09%
7.41%
8.89%
7.06%
7.93%
8.23%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
-5.08%
-5.00%
4.49%
-8.10%
18.55%
8.02%
8.47%
8.01%
8.97%
8.75%
-4.84%
-5.08%
6.44%
-8.23%
17.28%
6.16%
7.75%
6.78%
--
7.69%
-1.83%
0.44%
8.32%
-9.56%
20.46%
8.35%
9.80%
8.61%
--
8.11%
-4.35%
-3.30%
5.44%
-8.02%
16.79%
6.94%
--
--
--
5.76%
As of March 24, 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