Content rendered specific to this visualization is generated by Narrative Science Inc. (the content). The analytics used to produce the content correspond to a visualization that has been characterized as either discrete, continuous, scatterplot, or percent of whole. Discrete visualizations may use the following analytics: distribution, averages, totals, groupings, and clusters (discrete analytics). Continuous visualizations will use the following analytics: averages, totals, streaks, volatility, segments, progression, and performance (continuous analytics). Distribution visualizations will use the following analytics: groupings and progressions (distribution analytics). Scatterplot visualizations will use the following analytics: regression, clustering, outliers, and range (scatterplot analytics). Percent-of-whole visualizations will use the following analytics: distribution, averages, totals, groupings, and clusters (percent-of-whole analytics).

A good/bad fit of a linear regression is a statistical term in which the R-squared value is typically above/below 0.9. R-squared is a measurement that indicates how closely a fund's performance correlates with the performance of its benchmark index. R-squared can range from 0.00 to 1.00, with a 1.00 indicating perfect correlation to the index.

The data and commentary provided reflect just a few snapshots in time. They are not meant to be a complete representation of the fund’s performance, and performance for different time periods will vary. Past performance does not guarantee future results, and current fund performance may be lower or higher than the performance cited.