NWT563 Performance & Returns | NEI US Equity RS I

NEI US Equity RS I (NWT563)

21.02

+0.01 (+0.02%) CAD | Aug 17 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of August 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

NEI US Equity RS I

12.77%

38.52%

23.30%

17.51%

2.08%

9.51%

8.10%

24.98%

8.62%

24.84%

-4.09%

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%

-3.35%

BMO U.S. Equity Series I

18.67%

7.49%

17.16%

-0.77%

18.85%

11.39%

29.99%

RBC Priv U.S. Lg-Cap Value Eqty Pool O

13.77%

38.66%

23.26%

19.33%

8.29%

13.42%

2.24%

21.91%

2.61%

22.37%

-0.62%

DFA US Core Equity Class I

14.58%

45.14%

19.77%

16.20%

12.27%

11.01%

-1.26%

22.17%

12.18%

27.12%

-6.01%

Canada Life US Dividend N8

5.85%

20.38%

6.82%

24.48%

-6.06%

As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

NEI US Equity RS I

6.59%

6.20%

3.56%

2.34%

11.59%

13.87%

15.10%

10.22%

8.00%

3.80%

S&P/TSX 60 Index Total Return

9.68%

-0.77%

-3.21%

2.60%

11.62%

10.03%

9.18%

6.35%

9.09%

7.82%

BMO U.S. Equity Series I

RBC Priv U.S. Lg-Cap Value Eqty Pool O

8.40%

4.06%

2.24%

6.06%

10.27%

11.59%

15.03%

8.31%

7.22%

DFA US Core Equity Class I

9.77%

4.51%

0.15%

0.61%

14.00%

12.48%

15.57%

10.63%

Canada Life US Dividend N8

5.74%

0.24%

-1.13%

1.00%

10.33%

11.65%

11.23%

As of August 17, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of July 31, 2022