RBC O'Shaughnessy U.S. Growth Fund II A (RBF306)

8.691 -0.06 (-0.69%) CAD  |  Feb 03 2023

RBF306 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 February 03, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
RBC O'Shaughnessy U.S. Growth Fund II A
41.08%
-0.64%
-0.34%
12.38%
11.79%
-10.04%
17.04%
6.12%
10.87%
-23.31%
10.45%
S&P/TSX 60 Index Total Return
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
7.39%
RBC O'Shaughnessy U.S. Growth Fund A
43.12%
-4.59%
-3.97%
16.85%
10.06%
-7.16%
13.24%
7.04%
11.19%
-25.52%
11.06%
AGF US Small-Mid Cap Series Q
--
--
32.44%
-0.55%
26.34%
7.60%
26.51%
41.92%
6.87%
-16.52%
8.49%
BMO U.S. Small Cap A
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--
--
--
--
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19.37%
6.50%
32.74%
-7.59%
10.45%
Fidelity Small Cap America Sr T5
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17.30%
24.11%
-1.57%
6.16%
5.09%
11.75%
-3.49%
20.08%
-12.52%
9.76%
As of February 03, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
RBC O'Shaughnessy U.S. Growth Fund II A
11.35%
10.46%
2.92%
-2.48%
0.15%
0.44%
5.58%
1.29%
--
1.20%
S&P/TSX 60 Index Total Return
6.89%
8.22%
7.81%
0.84%
9.97%
9.69%
8.83%
6.36%
9.21%
7.85%
RBC O'Shaughnessy U.S. Growth Fund A
11.87%
10.03%
2.03%
-3.85%
-0.12%
0.10%
5.10%
1.17%
3.97%
3.50%
AGF US Small-Mid Cap Series Q
9.21%
3.61%
8.82%
0.93%
9.21%
12.72%
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14.21%
BMO U.S. Small Cap A
9.76%
11.63%
13.41%
10.83%
13.16%
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9.10%
Fidelity Small Cap America Sr T5
8.23%
12.56%
11.60%
5.14%
3.12%
5.48%
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10.62%
As of February 03, 2023. 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 December 31, 2022