1 The fund return minus the reference asset return.
2 The minimum reference asset return needed for the fund to realize the cap.
3 The change in fund price plus any remaining income if the index ends above the barrier at the end of the period.
4 The amount of losses over the remainder of the outcome period, if any, the reference asset would need to experience to breach the barrier.
Performance quoted represents past performance, which is no guarantee of future results. Investment returns and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Returns less than one year are cumulative. One cannot invest directly in an index. For standardized performance and the most recent month-end performance, visit the fund's respective overview page by clicking on the ticker symbols above.