Scotia Diversified Balanced A (BNS371)

18.41 +0.23 (+1.29%) CAD  |  Jun 24 2022

BNS371 Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Scotia Diversified Balanced A
8.45%
15.69%
7.22%
4.32%
6.29%
8.92%
-4.07%
14.37%
11.12%
13.85%
-12.24%
S&P/TSX 60 Index Total Return
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-8.78%
TD Tactical Monthly Income A
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12.47%
10.10%
2.37%
8.80%
6.37%
-4.07%
15.10%
4.19%
15.57%
-12.04%
CI Canadian Asset Alloc Corp Cl A
3.54%
18.60%
10.25%
4.09%
6.54%
2.02%
-4.69%
12.03%
2.34%
9.88%
-14.75%
CC&L Diversified Income Port Arbour Ser
6.39%
10.37%
9.81%
3.38%
3.91%
3.67%
-3.24%
10.79%
6.06%
7.28%
-11.89%
Sun Life Dynamic Strategic Yield A
--
--
5.88%
4.79%
1.52%
6.11%
-2.82%
11.53%
0.68%
12.95%
-8.80%
As of June 24, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Scotia Diversified Balanced A
-3.09%
-9.06%
-12.21%
-7.54%
4.61%
4.85%
7.05%
4.56%
5.36%
6.48%
S&P/TSX 60 Index Total Return
-5.47%
-11.99%
-8.77%
-1.60%
8.80%
8.50%
9.18%
5.55%
8.38%
7.61%
TD Tactical Monthly Income A
-4.29%
-10.16%
-11.71%
-5.00%
3.02%
3.89%
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5.86%
CI Canadian Asset Alloc Corp Cl A
-3.01%
-9.93%
-14.54%
-12.04%
-0.44%
0.48%
4.63%
--
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3.91%
CC&L Diversified Income Port Arbour Ser
-2.94%
-7.18%
-11.75%
-7.91%
0.64%
1.48%
4.22%
3.42%
--
3.54%
Sun Life Dynamic Strategic Yield A
-2.65%
-6.61%
-8.60%
-2.97%
2.11%
2.57%
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4.16%
As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022