iProfile U.S. Equity Private Pool TI (IGI896)

13.61 +0.01 (+0.06%) CAD  |  Jun 29 2022

IGI896 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 29, 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
iProfile U.S. Equity Private Pool TI
--
--
18.98%
18.02%
8.95%
13.99%
1.86%
24.67%
18.67%
24.67%
-17.00%
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%
-8.54%
NEI US Equity RS F
11.08%
36.54%
21.54%
15.98%
0.73%
8.11%
6.74%
23.43%
7.33%
23.56%
-12.43%
RBC U.S. Equity Value Fund F
--
--
--
17.21%
6.33%
13.66%
0.07%
21.83%
12.79%
23.70%
-14.31%
RBC Priv U.S. Large-Cap Core Eqty Pool F
13.36%
38.01%
24.20%
18.48%
3.32%
15.02%
3.10%
21.99%
17.35%
24.46%
-16.89%
NBI SmartData US Equity F
7.87%
45.42%
16.56%
0.16%
17.21%
9.37%
2.89%
20.76%
15.20%
27.70%
-18.05%
As of June 29, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
iProfile U.S. Equity Private Pool TI
-6.86%
-13.88%
-18.43%
-7.49%
10.23%
11.00%
--
--
--
14.30%
S&P/TSX 60 Index Total Return
-7.24%
-12.41%
-9.08%
-1.33%
9.16%
8.66%
9.05%
5.59%
8.35%
7.61%
NEI US Equity RS F
-3.82%
-8.45%
-13.95%
-0.90%
7.88%
10.19%
12.96%
7.96%
--
8.23%
RBC U.S. Equity Value Fund F
-5.98%
-10.53%
-14.40%
-4.26%
9.39%
9.20%
--
--
--
10.83%
RBC Priv U.S. Large-Cap Core Eqty Pool F
-6.47%
-13.74%
-17.33%
-6.15%
9.69%
10.25%
14.43%
--
--
12.26%
NBI SmartData US Equity F
-6.86%
-14.74%
-19.48%
-7.26%
9.04%
10.24%
12.82%
--
--
9.56%
As of June 29, 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