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Please read the prospectus before investing. The greater a fund's Sharpe Ratio, the higher the risk-adjusted returns.Ĭommissions, trailing commissions, management fees, brokerage fees and expenses may be associated with investment funds.

Sharpe Ratio: A measure of how much of a fund's excess return is achieved for a certain level of risk.

R 2: A measure that represents the percentage of a fund's movements that can be attributed to movements of a benchmark index.

A beta less than 1 means the movement in value tends to be dampened. If beta of a fund is higher than 1, the movement in value compared to the benchmark tends to be amplified.

Beta: A measure of the tendency of the value of the fund and the value of the benchmark to move together.

A positive number indicates that it has performed better than beta would predict.

Alpha: A measure of the difference between a portfolio's actual return and its expected return given its level of risk.

A lower standard deviation means the returns of the benchmark have historically been less volatile, and vice-versa.

Annualized Standard Deviation Benchmark: A measure of how widely returns varied over a period.

Standard deviation is a measure of historical risk future risk may be different. A lower standard deviation means the returns of the fund have historically been less volatile and vice-versa.

Annualized Standard Deviation: A measure of how widely returns varied over a period.