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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--
--
--
--
--
--
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As of March 31, 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
-1.32%
7.35%
1.01%
4.21%
6.65%
-1.87%
11.87%
8.98%
-2.27%
-19.14%
3.26%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
2.96%
0.20%
5.83%
-0.05%
2.32%
3.10%
-0.06%
8.94%
9.11%
-1.21%
-14.86%
2.80%
--
--
--
--
3.11%
0.16%
7.94%
18.02%
-1.04%
-12.81%
3.52%
-1.43%
4.99%
0.81%
4.34%
6.26%
-1.22%
9.87%
9.71%
-1.23%
-16.67%
2.84%
-2.06%
7.10%
0.84%
3.73%
4.83%
-1.06%
10.13%
8.73%
-2.18%
-17.21%
3.39%
As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
2.22%
3.26%
6.54%
-8.33%
-3.07%
-0.24%
1.46%
3.70%
3.87%
4.52%
2.54%
2.96%
4.89%
-4.78%
-2.77%
0.91%
1.36%
2.71%
3.18%
4.37%
2.10%
2.80%
4.56%
-6.43%
-2.55%
0.81%
1.30%
3.67%
4.46%
5.07%
3.19%
3.52%
5.49%
-6.48%
-0.72%
2.94%
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--
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2.59%
2.03%
2.84%
4.57%
-7.38%
-2.71%
0.36%
1.47%
3.29%
3.67%
3.97%
2.32%
3.39%
5.68%
-7.11%
-2.96%
0.16%
1.35%
3.36%
3.34%
5.42%
As of March 31, 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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As of February 28, 2023