Average Annual Total Returns [further-information] As of 03/31/2018

Month EndAs of 03/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 09/30/2008
Fund without Sales Charge (%) (NAV) 0.21 2.67 2.13 7.74
Fund with Sales Charge (%) (POP) 0.21 2.67 2.13 7.74
Bloomberg Barclays Multiverse Index (%) 7.04 3.41 1.69 2.79 3.69
Quarter EndAs of 03/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 09/30/2008
Fund without Sales Charge (%) (NAV) 0.21 2.67 2.13 7.74
Fund with Sales Charge (%) (POP) 0.21 2.67 2.13 7.74
Bloomberg Barclays Multiverse Index (%) 7.04 3.41 1.69 2.79 3.69

Calendar Year Returns

2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) 3.09 8.66 -4.64 0.62 3.81 19.31 -0.91 15.31 24.18
Fund with Sales Charge (%) (POP) 3.09 8.66 -4.64 0.62 3.81 19.31 -0.91 15.31 24.18
<nobr>Bloomberg Barclays Multiverse Index</nobr> (%) 7.69 2.84 -3.29 0.47 -2.19 4.84 5.55 5.84 8.04

Cumulative Total Returns [further-information] As of 03/31/2018

Month EndAs of 03/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/30/2008
Fund without Sales Charge (%) (NAV) 1.69 0.21 8.24 11.13 103.05
Fund with Sales Charge (%) (POP) 1.69 0.21 8.24 11.13 103.05
Bloomberg Barclays Multiverse Index (%) 1.29 7.04 10.57 8.75 31.67 41.09
Quarter EndAs of 03/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 09/30/2008
Fund without Sales Charge (%) (NAV) 1.69 0.21 8.24 11.13 103.05
Fund with Sales Charge (%) (POP) 1.69 0.21 8.24 11.13 103.05
Bloomberg Barclays Multiverse Index (%) 1.29 7.04 10.57 8.75 31.67 41.09

After-Tax Average Annual Total Returns [further-information] As of 03/31/2018

Month EndAs of 03/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -0.46 2.03 0.66
Fund without Sales Charge (%) (NAV) After Shares Sold 0.23 1.80 0.98
Fund with Sales Charge (%) (POP) Before Shares Sold -0.46 2.03 0.66
Fund with Sales Charge (%) (POP) After Shares Sold 0.23 1.80 0.98
Quarter EndAs of 03/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -0.46 2.03 0.66
Fund without Sales Charge (%) (NAV) After Shares Sold 0.23 1.80 0.98
Fund with Sales Charge (%) (POP) Before Shares Sold -0.46 2.03 0.66
Fund with Sales Charge (%) (POP) After Shares Sold 0.23 1.80 0.98

SALES CHARGE, EXPENSES & FEES As of 05/01/2017 (updated annually)

Gross Expense Ratio 0.86%
Net Expense Ratio [further-information] 0.83%
Max Initial Sales Charge 0.00%
CDSC 0.00%

Volatility Measures [further-information] As of 03/31/2018 Updated Monthly, based on a 3-year period

Sharpe Ratio 0.32
Standard Deviation 6.65

Benchmarks

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

  • Bloomberg Barclays Multiverse Index

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