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 27, 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
32.65%
13.41%
1.07%
11.66%
22.03%
-4.46%
31.39%
21.05%
27.03%
-19.69%
6.28%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
35.04%
14.41%
1.14%
10.71%
21.18%
-4.07%
32.82%
26.11%
25.62%
-21.66%
6.91%
32.06%
13.50%
1.22%
11.76%
21.65%
-4.55%
31.32%
18.14%
28.42%
-18.23%
6.07%
33.63%
12.64%
0.48%
12.77%
21.13%
-5.14%
30.88%
20.99%
25.75%
-19.49%
6.64%
37.09%
15.85%
1.27%
10.34%
24.19%
-3.38%
33.96%
22.66%
27.77%
-24.20%
7.47%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
6.66%
7.21%
1.89%
-5.25%
9.23%
8.91%
12.44%
9.94%
--
9.17%
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
7.37%
7.72%
1.92%
-5.75%
9.64%
9.49%
12.92%
10.17%
9.96%
5.88%
6.35%
7.32%
1.96%
-4.52%
9.42%
8.95%
12.43%
9.75%
10.11%
6.94%
7.02%
7.42%
2.45%
-4.36%
9.13%
8.64%
12.22%
9.96%
10.62%
8.05%
8.04%
7.70%
0.21%
-7.99%
8.14%
8.98%
13.02%
10.08%
9.74%
5.94%
As of January 27, 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 December 31, 2022