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Notes on results:
- Fund fundamentals data as of 09/06/2018. © 2018 Morningstar. All Rights Reserved. The fund fundamentals information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
- Fund performance and risk calculations are for full months ending in August 2018
- Past performance is not a guarantee of future returns and data and other errors may exist
- The results use total return and assume that all received dividends and distributions are reinvested. Taxes and transaction fees are not included
- Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over the risk free rate (1-month treasury bill) over the past 36 months
- Volatility is the annualized standard deviation of monthly returns over the past 36 months
- Displayed expense ratio is the prospectus net expense ratio
- Funds with less than one year of data are excluded
- YTD returns are based on full calendar months