Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2530.0034.47

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.46% 0.03% 221.40M 1986.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.07% 45.23% -49.48M Upgrade

Basic Info

Investment Strategy
DRFC seeks to provide long-term capital appreciation through the use of a multifactor approach and to gradually reduce the portfolios Financed Emissions while managing active risk. To achieve this, it invests primarily in equity and equity-related securities of large and mid-cap companies in Canada while ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Desjardins
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
12.51%
-3.58%
30.12%
-0.63%
16.40%
24.98%
6.72%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
6.42%
-7.34%
23.76%
-1.47%
25.99%
-1.46%
11.17%
19.97%
8.29%
-10.31%
23.57%
-0.76%
26.39%
0.20%
11.43%
21.36%
6.07%
--
22.07%
4.34%
24.91%
-6.05%
12.60%
21.56%
6.30%
--
--
2.71%
22.26%
-7.95%
11.74%
21.42%
4.84%
As of May 18, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of April 30, 2025.
Type % Net
Cash 0.55%
Stock 99.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
DRFC seeks to provide long-term capital appreciation through the use of a multifactor approach and to gradually reduce the portfolios Financed Emissions while managing active risk. To achieve this, it invests primarily in equity and equity-related securities of large and mid-cap companies in Canada while ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Desjardins
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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