Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 05/16/1995
Fund without Sales Charge (%) (NAV) 4.17 6.76 1.91 7.19 5.85
Fund with Sales Charge (%) (POP) 3.18 6.76 1.91 7.19 5.85
Credit Suisse High Yield Index (%) 4.99 7.13 4.21 9.17 7.24
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 05/16/1995
Fund without Sales Charge (%) (NAV) 4.72 8.89 2.24 8.74 5.90
Fund with Sales Charge (%) (POP) 3.72 8.89 2.24 8.74 5.90
Credit Suisse High Yield Index (%) 5.57 8.72 4.51 10.80 7.29

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) -4.17 6.66 18.47 -11.07 -0.89 7.04 14.99 3.99 12.46 44.08
Fund with Sales Charge (%) (POP) -5.08 5.66 17.47 -11.91 -1.83 6.04 13.99 3.02 11.46 43.08
Credit Suisse High Yield Index (%) -2.37 7.03 18.39 -4.90 1.86 7.53 14.71 5.47 14.42 54.22

Cumulative Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 05/16/1995
Fund without Sales Charge (%) (NAV) 7.44 4.17 21.69 9.93 100.20 291.95
Fund with Sales Charge (%) (POP) 6.44 3.18 21.69 9.93 100.20 291.95
Credit Suisse High Yield Index (%) 7.35 4.99 22.93 22.90 140.47 436.82
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 05/16/1995
Fund without Sales Charge (%) (NAV) 7.68 4.72 29.13 11.73 131.23 292.84
Fund with Sales Charge (%) (POP) 6.68 3.72 29.13 11.73 131.23 292.84
Credit Suisse High Yield Index (%) 7.22 5.57 28.50 24.65 178.76 436.16

After-Tax Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.99 4.51 -0.37 4.67
Fund without Sales Charge (%) (NAV) After Shares Sold 2.44 4.19 0.40 4.56
Fund with Sales Charge (%) (POP) Before Shares Sold 1.01 4.51 -0.37 4.67
Fund with Sales Charge (%) (POP) After Shares Sold 1.85 4.19 0.40 4.56
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 2.54 6.57 -0.05 6.17
Fund without Sales Charge (%) (NAV) After Shares Sold 2.75 5.81 0.64 5.84
Fund with Sales Charge (%) (POP) Before Shares Sold 1.55 6.57 -0.05 6.17
Fund with Sales Charge (%) (POP) After Shares Sold 2.16 5.81 0.64 5.84

SALES CHARGE, EXPENSES & FEES As of 10/01/2018 (updated annually)

Gross Expense Ratio 1.26%
Net Expense Ratio [further-information] 1.25%
Max Initial Sales Charge 0.00%
CDSC 1.00%

Volatility Measures [further-information] As of 05/31/2019 Updated Monthly, based on a 3-year period

Beta 1.15
Sharpe Ratio 1.08
Standard Deviation 5.03

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Credit Suisse High Yield Index

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