NBI U.S. Equity Index GP (NBC4407)

11.24 -0.23 (-2.01%) CAD  |  Jun 28 2022

NBC4407 Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
NBI U.S. Equity Index GP
--
--
--
--
--
--
--
--
--
--
-17.30%
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%
-7.86%
Mackenzie MD US Idx FB
--
--
--
--
--
10.57%
2.67%
19.53%
18.23%
9.36%
-16.26%
Ninepoint Risk Advantaged US Eq Idx F
--
16.76%
5.73%
3.92%
0.06%
7.51%
-17.22%
11.86%
-0.65%
9.35%
-8.69%
AGFiQ US Sector Class Series W
--
--
--
2.83%
9.45%
19.47%
2.66%
18.31%
15.15%
24.48%
-13.61%
HSBC US Equity Manager
8.37%
45.52%
21.10%
20.94%
8.19%
7.02%
1.83%
21.37%
19.32%
25.86%
-15.48%
As of June 27, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
NBI U.S. Equity Index GP
-4.97%
-11.57%
-17.78%
--
--
--
--
--
--
--
S&P/TSX 60 Index Total Return
-6.55%
-11.44%
-7.85%
-0.80%
9.62%
8.73%
9.29%
5.74%
8.45%
7.65%
Mackenzie MD US Idx FB
-3.97%
-8.36%
-17.02%
-14.36%
5.24%
6.89%
--
--
--
8.02%
Ninepoint Risk Advantaged US Eq Idx F
-3.00%
-5.85%
-9.39%
-2.16%
1.26%
-0.40%
2.85%
--
--
2.83%
AGFiQ US Sector Class Series W
-4.70%
-7.98%
-13.67%
-2.26%
10.17%
10.27%
--
--
--
10.59%
HSBC US Equity Manager
-5.55%
-9.50%
-15.40%
-3.95%
11.40%
10.15%
14.68%
8.13%
--
8.04%
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
No Data Available
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
Date Unavailable