NBI SmartData US Equity F5 (NBC5790)

10.47 +0.18 (+1.77%) CAD  |  Aug 12 2022

NBC5790 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 August 12, 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
NBI SmartData US Equity F5
--
--
--
0.10%
17.27%
9.33%
2.96%
20.70%
15.22%
27.18%
-8.94%
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%
-3.63%
HSBC US Equity Manager
8.37%
45.52%
21.10%
20.94%
8.19%
7.02%
1.83%
21.37%
19.32%
25.86%
-9.32%
Manulife Covered Call US Eq Class FT6
--
38.78%
18.80%
13.16%
3.49%
11.40%
-1.16%
20.45%
10.86%
20.87%
-8.25%
Manulife US Opportunities FT6
--
39.79%
18.95%
12.87%
5.37%
12.82%
-1.82%
24.11%
16.77%
26.79%
-9.60%
Manulife Covered Call US Equity F
15.96%
39.94%
18.84%
13.14%
3.61%
11.53%
-1.28%
20.75%
11.91%
20.72%
-8.16%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
NBI SmartData US Equity F5
10.31%
6.95%
-2.38%
-1.65%
13.25%
12.75%
--
--
--
11.01%
S&P/TSX 60 Index Total Return
7.46%
2.38%
-5.34%
1.69%
11.41%
9.97%
9.35%
6.15%
9.08%
7.81%
HSBC US Equity Manager
8.36%
4.15%
-2.84%
-2.88%
14.13%
12.39%
15.48%
9.03%
--
8.43%
Manulife Covered Call US Eq Class FT6
6.48%
3.20%
-1.60%
-3.04%
10.21%
9.75%
12.54%
--
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12.52%
Manulife US Opportunities FT6
9.07%
5.10%
-2.54%
-3.29%
13.87%
12.40%
14.19%
--
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14.17%
Manulife Covered Call US Equity F
6.57%
3.31%
-1.62%
-2.91%
10.55%
10.03%
12.72%
4.73%
4.03%
2.42%
As of August 12, 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 July 31, 2022