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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -0.05% 31.10M 1603.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 13.14M Upgrade

Basic Info

Investment Strategy
The primary objective of the Fund is to provide income over a pre-determined time horizon by investing in a portfolio consisting primarily of Canadian-dollar denominated investment grade bonds with an effective maturity in 2027. The Funds termination date is anticipated to be on or about November 30, 2027 (the 2027 Termination Date).
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD Short Term
Peer Group Canadian Short Term Fixed Income
Global Macro Bond Short Term
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.94%
--
4.14%
4.16%
-0.76%
-3.82%
5.14%
5.67%
3.61%
--
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--
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6.59%
7.06%
4.39%
--
--
3.81%
0.46%
-4.51%
5.71%
7.00%
3.71%
As of December 17, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.16%
Stock 0.00%
Bond 100.2%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The primary objective of the Fund is to provide income over a pre-determined time horizon by investing in a portfolio consisting primarily of Canadian-dollar denominated investment grade bonds with an effective maturity in 2027. The Funds termination date is anticipated to be on or about November 30, 2027 (the 2027 Termination Date).
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD Short Term
Peer Group Canadian Short Term Fixed Income
Global Macro Bond Short Term
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Guardian Capital
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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