Fidelity True North Cl F (FID686)

44.03 +0.56 (+1.28%) CAD  |  May 17 2022

FID686 Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
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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 May 17, 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
Fidelity True North Cl F
9.38%
23.71%
14.75%
-0.76%
11.24%
6.05%
-3.99%
18.55%
11.24%
24.58%
-3.96%
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%
-2.60%
CIBC Canadian Index F-Premium
7.01%
12.79%
10.30%
-8.47%
23.24%
8.88%
-9.03%
22.58%
5.50%
24.85%
-2.62%
IG Mackenzie Quebec Enterprise U
--
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9.12%
2.84%
19.58%
11.11%
-14.12%
20.11%
-1.14%
17.61%
-1.82%
TD Canadian Index - F
6.65%
12.40%
9.95%
-8.72%
20.33%
8.48%
-9.32%
22.53%
5.88%
25.48%
-2.57%
NEI Canadian Equity RS F
10.64%
24.70%
8.85%
-6.79%
19.58%
3.98%
-12.55%
20.20%
1.33%
27.49%
2.51%
As of May 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Fidelity True North Cl F
-5.03%
-2.52%
-4.59%
7.69%
11.94%
9.70%
10.83%
6.63%
8.56%
9.04%
S&P/TSX 60 Index Total Return
-5.85%
-2.46%
-3.39%
9.39%
11.52%
10.05%
10.11%
5.99%
8.26%
7.94%
CIBC Canadian Index F-Premium
-6.06%
-2.63%
-4.18%
7.71%
10.78%
9.08%
9.35%
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8.68%
IG Mackenzie Quebec Enterprise U
-5.27%
-4.16%
-3.52%
4.26%
7.24%
5.24%
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8.21%
TD Canadian Index - F
-6.14%
-2.61%
-4.16%
8.10%
11.12%
9.15%
8.98%
5.22%
7.46%
5.97%
NEI Canadian Equity RS F
-2.51%
-0.34%
3.72%
12.00%
11.93%
7.76%
9.16%
5.64%
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6.34%
As of May 17, 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 April 30, 2022