PH&N U.S. Growth Fund O (RBF8265)

44.56 -0.09 (-0.20%) CAD  |  Aug 17 2022

RBF8265 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 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
PH&N U.S. Growth Fund O
9.60%
40.94%
19.04%
18.38%
4.06%
16.10%
4.06%
22.95%
21.76%
26.18%
-10.83%
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%
CI Select US Equity Managed Corp Cl I
10.08%
45.96%
19.81%
6.96%
9.90%
12.73%
-2.02%
22.87%
12.04%
22.92%
-10.73%
United US Equity Growth Pool Class I
16.38%
46.50%
21.56%
16.97%
3.08%
25.77%
4.03%
35.07%
33.65%
20.50%
-16.30%
CI Synergy American Corporate Class I
11.77%
44.25%
19.73%
19.35%
3.57%
13.76%
3.26%
25.46%
20.74%
18.70%
-10.14%
Fidelity Insgts CN MA Bs O
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30.93%
23.50%
-18.22%
As of August 17, 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. Growth Fund O
10.06%
6.26%
-2.01%
-4.82%
14.66%
14.21%
15.86%
10.27%
--
9.12%
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%
CI Select US Equity Managed Corp Cl I
10.69%
6.86%
-2.87%
-4.98%
10.24%
10.07%
13.34%
8.52%
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8.62%
United US Equity Growth Pool Class I
12.27%
8.19%
-5.00%
-11.58%
15.34%
16.00%
17.96%
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16.62%
CI Synergy American Corporate Class I
9.99%
7.54%
-1.44%
-3.49%
10.86%
12.94%
15.35%
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10.96%
Fidelity Insgts CN MA Bs O
10.27%
3.74%
-6.76%
-13.22%
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13.31%
As of August 17, 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