PH&N U.S. Equity Fund A (RBF7160)

105.06 +0.63 (+0.61%) CAD  |  Aug 05 2022

RBF7160 Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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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 05, 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 U.S. Equity Fund A
7.99%
37.37%
18.50%
11.06%
2.13%
13.88%
2.42%
20.81%
15.91%
22.78%
-10.35%
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%
-6.22%
RBC U.S. Dividend Fund T5
--
33.12%
20.04%
16.46%
6.70%
11.48%
0.39%
19.24%
9.20%
24.83%
-9.55%
Dynamic US Dividend Advantage T
--
--
15.84%
11.49%
7.00%
-3.50%
-1.30%
22.04%
0.14%
24.13%
-7.67%
Russell Inv Focused US Equity Pl Sr E
11.81%
36.68%
23.99%
21.76%
5.47%
8.99%
-0.58%
14.34%
9.30%
18.44%
-14.90%
Manulife US Opportunities T6
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38.41%
17.89%
11.79%
4.36%
11.45%
-2.94%
22.76%
15.49%
25.54%
-12.68%
As of August 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
PH&N U.S. Equity Fund A
6.71%
0.91%
-6.54%
-3.46%
11.16%
11.33%
13.27%
--
--
10.58%
S&P/TSX 60 Index Total Return
3.61%
-4.57%
-6.91%
-0.17%
10.37%
9.04%
9.27%
5.93%
8.98%
7.69%
RBC U.S. Dividend Fund T5
5.34%
-0.64%
-7.06%
-0.68%
9.96%
9.70%
--
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12.63%
Dynamic US Dividend Advantage T
5.92%
1.49%
-4.05%
0.67%
6.86%
7.31%
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8.72%
Russell Inv Focused US Equity Pl Sr E
5.80%
-0.67%
-10.43%
-11.32%
4.83%
5.61%
12.03%
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12.52%
Manulife US Opportunities T6
5.18%
-1.18%
-7.80%
-5.78%
10.82%
10.25%
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12.65%
As of August 05, 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