IG Mackenzie U.S. Equity Fund J DSC (IGI1018)

17.98 +0.08 (+0.45%) CAD  |  Sep 15 2021

IGI1018 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 September 15, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
IG Mackenzie U.S. Equity Fund J DSC
--
--
41.95%
16.97%
15.97%
7.49%
10.46%
-11.36%
21.65%
12.65%
18.80%
S&P/TSX 60 Index Total Return
-9.08%
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
21.97%
HSBC US Equity Premium
-1.17%
7.72%
44.72%
20.43%
20.72%
8.09%
6.80%
1.71%
21.20%
18.88%
18.86%
RBC U.S. Equity Fund A
-4.44%
8.13%
35.24%
16.96%
13.90%
4.66%
10.53%
1.66%
19.62%
14.48%
17.38%
DFA US Core Equity A
-1.57%
13.03%
42.90%
18.07%
14.65%
10.67%
9.46%
-2.62%
20.50%
10.69%
18.28%
TD U.S. Dividend Growth Fund-I
--
--
--
--
--
--
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1.70%
21.20%
12.84%
16.27%
As of September 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
IG Mackenzie U.S. Equity Fund J DSC
1.43%
9.58%
14.28%
25.38%
11.65%
11.31%
--
--
--
14.31%
S&P/TSX 60 Index Total Return
0.55%
2.77%
11.22%
29.62%
12.84%
11.34%
9.04%
7.35%
8.62%
8.08%
HSBC US Equity Premium
1.20%
9.25%
14.39%
28.62%
15.47%
14.91%
17.20%
--
--
15.59%
RBC U.S. Equity Fund A
0.95%
8.68%
13.36%
24.56%
13.40%
14.13%
14.45%
7.94%
5.52%
7.76%
DFA US Core Equity A
0.54%
6.45%
9.65%
30.72%
11.57%
13.01%
15.89%
8.70%
--
8.12%
TD U.S. Dividend Growth Fund-I
1.06%
9.84%
13.14%
22.16%
13.95%
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--
--
15.91%
As of September 15, 2021. 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 August 31, 2021