PH&N US Multi-Style All-Cap Equity Fd F (RBF5380)

18.68 -0.20 (-1.03%) CAD  |  Jun 30 2022

RBF5380 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 30, 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
PH&N US Multi-Style All-Cap Equity Fd F
10.41%
38.94%
20.64%
18.80%
7.32%
12.73%
0.66%
20.64%
14.29%
25.55%
-18.05%
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%
-9.61%
Sun Life MFS US Equity F
14.15%
39.63%
19.86%
19.26%
4.10%
14.42%
2.38%
24.46%
11.39%
24.88%
-16.65%
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%
-13.07%
RBC U.S. Equity Value Fund F
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--
--
17.21%
6.33%
13.66%
0.07%
21.83%
12.79%
23.70%
-14.90%
PH&N U.S. Dividend Income Fund F
10.53%
38.02%
19.71%
14.41%
9.74%
12.62%
1.57%
20.63%
10.31%
26.28%
-14.90%
As of June 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
PH&N US Multi-Style All-Cap Equity Fd F
-7.80%
-14.56%
-18.88%
-7.85%
8.15%
9.07%
13.49%
--
--
12.91%
S&P/TSX 60 Index Total Return
-9.07%
-13.44%
-9.95%
-2.41%
8.73%
8.48%
8.92%
5.50%
8.28%
7.56%
Sun Life MFS US Equity F
-6.17%
-11.02%
-17.78%
-7.33%
7.78%
9.37%
14.11%
--
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9.44%
NEI US Equity RS F
-4.05%
-8.87%
-13.94%
-1.68%
7.61%
10.04%
12.87%
7.91%
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8.17%
RBC U.S. Equity Value Fund F
-6.62%
-11.18%
-15.60%
-5.41%
9.13%
9.29%
--
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10.73%
PH&N U.S. Dividend Income Fund F
-6.95%
-11.90%
-15.61%
-3.12%
9.13%
9.31%
13.35%
--
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11.16%
As of June 30, 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