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RISK RETURN ANALYSIS & FUND DETAILS

Select funds from the table below to display in the chart and click Go button. How do I read this chart?Tab to hear instructions on how to read the chart.
The Risk Return chart is a visual representation of where varying funds fall in a two-dimensional space described by standard deviation (risk) on the horizontal axis and return on the vertical axis. All other things being equal, funds that have higher returns and lower risk are more desirable and will be priced higher—the funds to the upper-left.

You can control three main things about this chart: the timeframe, the contents and what the circle size represents.

  • Choose from among the different timeframes (1 year, 3 year, etc.) across the top of the chart and the axes will adjust to show risk and return appropriately.

  • Use the “Highlight” list to choose the types of funds to show in the chart. The default choice, “None” will show all funds, but you can choose to focus on just TD Mutual Funds, Analysts’ Choice Funds, RRSP Eligible Funds and others.

  • The circles represent an attribute of the fund; by default the circles show the relative size of the Assets Under Management. You can also have the circle size represent relative Management Expense Ratios, Morningstar Ratings and others.
Select funds below to display in chart.
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RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaGOC303
Canoe Asset Allocation Portfolio Class F
5 Stars5 Stars
1.29%
+38.88%
CanadaCCL551
CC&L Core Income and Growth F
4 Stars4 Stars
1.19%
+26.89%
CanadaCCL550
CC&L Core Income and Growth A
4 Stars4 Stars
2.23%
+25.61%
CanadaCIG18152
CI Diversified Yield O
-1 Star
0.17%
+24.34%
CanadaCIG15152
CI Diversified Yield Fund Class EF
3 Stars3 Stars
1.09%
+23.19%
CanadaCIG11011
CI Diversified Yield Fund Class F
4 Stars4 Stars
1.23%
+23.04%
CanadaCIG4824
CI Diversified Yield Fund Class F
4 Stars4 Stars
1.23%
+23.04%
CanadaCIG4319
CI Diversified Yield Corporate Class F
3 Stars3 Stars
1.22%
+22.78%
CanadaCIG4519
CI Diversified Yield Corporate Class F
3 Stars3 Stars
1.22%
+22.78%
CanadaBNS571
Scotia Diversified Balanced Series F
5 Stars5 Stars
1.07%
+22.28%
CanadaBNS171
Scotia Diversified Balanced D
5 Stars5 Stars
1.13%
+22.25%
CanadaTDB2594
TD Tactical Monthly Income Fund - Premium F series
5 Stars5 Stars
0.72%
+22.01%
CanadaTDB2585
TD Tactical Monthly Income F
4 Stars4 Stars
0.83%
+21.91%
CanadaTDB2591
TD Tactical Monthly Income S
4 Stars4 Stars
0.83%
+21.84%
CanadaTDB2645
TD Tactical Monthly Income Class F
4 Stars4 Stars
0.84%
+21.77%
CanadaTDB3481
TD Tactical Monthly Income Ser FT5
4 Stars4 Stars
0.83%
+21.77%
CanadaCIG11111
CI Diversified Yield A
3 Stars3 Stars
2.33%
+21.69%
CanadaCIG11161
CI Diversified Yield A
3 Stars3 Stars
2.33%
+21.69%
CanadaCIG2319
CI Diversified Yield Corp Cl A
2 Stars2 Stars
2.33%
+21.44%
CanadaCIG3319
CI Diversified Yield Corp Cl A
2 Stars2 Stars
2.33%
+21.44%
CanadaTDB3043
TD Tactical Monthly Income Ser D
4 Stars4 Stars
1.21%
+21.34%
CanadaBNS371
Scotia Diversified Balanced A
5 Stars5 Stars
1.95%
+21.22%
CanadaTDB2559
TD Tactical Monthly Income K
4 Stars4 Stars
1.92%
+20.49%
CanadaTDB2593
TD Tactical Monthly Income - Prem
4 Stars4 Stars
1.94%
+20.46%
CanadaFID3396
Fidelity Tactical High Income Fund Series P4
5 Stars5 Stars
0.76%
+20.39%
CanadaFID3754
Fidelity Tactical High Income Fund Series P5
5 Stars5 Stars
0.75%
+20.39%
CanadaTDB2581
TD Tactical Monthly Income A
4 Stars4 Stars
2.03%
+20.39%
CanadaTDB2582
TD Tactical Monthly Income A
4 Stars4 Stars
2.03%
+20.39%
CanadaTDB2583
TD Tactical Monthly Income A
4 Stars4 Stars
2.03%
+20.39%
CanadaTDB2584
TD Tactical Monthly Income A
4 Stars4 Stars
2.03%
+20.39%
CanadaFID3395
Fidelity Tactical High Income Fund Series P3
5 Stars5 Stars
0.77%
+20.39%
CanadaTDB2580
TD Tactical Monthly Income I
4 Stars4 Stars
2.05%
+20.39%
CanadaTDB2586
TD Tactical Monthly Income H
4 Stars4 Stars
2.02%
+20.37%
CanadaTDB2587
TD Tactical Monthly Income T
4 Stars4 Stars
2.05%
+20.36%
CanadaTDB2588
TD Tactical Monthly Income T
4 Stars4 Stars
2.05%
+20.36%
CanadaTDB2589
TD Tactical Monthly Income T
4 Stars4 Stars
2.05%
+20.36%
CanadaTDB2590
TD Tactical Monthly Income T
4 Stars4 Stars
2.05%
+20.36%
CanadaFID3394
Fidelity Tactical High Income Fund Series P2
5 Stars5 Stars
0.80%
+20.32%
CanadaTDB2640
TD Tactical Monthly Income Class I
4 Stars4 Stars
2.05%
+20.29%
CanadaFID3392
Fidelity Tactical High Income Fund Series P1
5 Stars5 Stars
0.91%
+20.22%
CanadaFID2456
Fidelity Tactical High Income Fund Series F
5 Stars5 Stars
1.00%
+20.11%
CanadaTDB2505
TD Global Balanced Opportunities Fund - Series F
4 Stars4 Stars
1.13%
+19.28%
CanadaTDB3057
TD Global Balanced Opportunities - D
3 Stars3 Stars
1.41%
+18.89%
CanadaFID2453
Fidelity Tactical High Income Sr B
4 Stars4 Stars
2.15%
+18.72%
CanadaPIC8603
Picton Mahoney Fortified Multi Asset Fund Class FT
5 Stars5 Stars
2.01%
+18.00%
CanadaTDB2500
TD Global Balanced Opportunities - I
2 Stars2 Stars
2.24%
+17.98%
CanadaPIC8601
Picton Mahoney Fortified Multi Asset Fund Class F
5 Stars5 Stars
2.01%
+17.97%
CanadaTDB2501
TD Global Balanced Opportunities - Adv
3 Stars3 Stars
2.24%
+17.96%
CanadaTDB2502
TD Global Balanced Opportunities - Adv
3 Stars3 Stars
2.24%
+17.96%
CanadaTDB2503
TD Global Balanced Opportunities - Adv
3 Stars3 Stars
2.24%
+17.96%
CanadaTDB2504
TD Global Balanced Opportunities - Adv
3 Stars3 Stars
2.24%
+17.96%
CanadaCGF192
Counsel Global Trend Strategy Fund Series F
2 Stars2 Stars
1.53%
+17.66%
CanadaDYN2617
Dynamic Strategic Yield Class Series FH
3 Stars3 Stars
1.05%
+17.45%
CanadaDYN2609
Dynamic Strategic Yield Series FH
3 Stars3 Stars
1.01%
+17.40%
CanadaDYN1768
Dynamic Strategic Yield Class Series F
4 Stars4 Stars
1.04%
+17.26%
CanadaDYN1779
Dynamic Strategic Yield Class Series F
4 Stars4 Stars
1.04%
+17.26%
CanadaDYN2207
Dynamic Strategic Yield Class Series FT
4 Stars4 Stars
1.04%
+17.24%
CanadaDYN1566
Dynamic Strategic Yield Sr F
4 Stars4 Stars
1.03%
+17.17%
CanadaSUN178
Sun Life Dynamic Strategic Yield A
3 Stars3 Stars
2.29%
+16.69%
CanadaDYN2614
Dynamic Strategic Yield Class Series H
2 Stars2 Stars
2.17%
+16.15%
CanadaDYN2616
Dynamic Strategic Yield Class Series H
2 Stars2 Stars
2.17%
+16.15%
CanadaDYN2606
Dynamic Strategic Yield Sr H
2 Stars2 Stars
2.11%
+16.13%
CanadaDYN2608
Dynamic Strategic Yield Sr H
2 Stars2 Stars
2.11%
+16.13%
CanadaDYN1770G
Dynamic Strategic Yield Class Series G
3 Stars3 Stars
2.09%
+16.03%
CanadaDYN1772G
Dynamic Strategic Yield Class Series G
3 Stars3 Stars
2.09%
+16.03%
CanadaDYN1773
Dynamic Strategic Yield Class Series T
3 Stars3 Stars
2.12%
+15.98%
CanadaDYN1770
Dynamic Strategic Yield Class Series A
3 Stars3 Stars
2.16%
+15.96%
CanadaDYN1772
Dynamic Strategic Yield Class Series A
3 Stars3 Stars
2.16%
+15.96%
CanadaDYN1560G
Dynamic Strategic Yield Series G
3 Stars3 Stars
2.10%
+15.92%
CanadaDYN1562G
Dynamic Strategic Yield Series G
3 Stars3 Stars
2.10%
+15.92%
CanadaDYN1560
Dynamic Strategic Yield Sr A
3 Stars3 Stars
2.14%
+15.88%
CanadaDYN1562
Dynamic Strategic Yield Sr A
3 Stars3 Stars
2.14%
+15.88%
CanadaSUN176
Sun Life Granite Enhanced Income Port A
2 Stars2 Stars
2.26%
+15.63%
CanadaCGF001
IPC ESG Essentials Balanced Portfolio A
2 Stars2 Stars
2.07%
+15.29%
CanadaCGF100
IPC ESG Essentials Balanced Portfolio Series A
2 Stars2 Stars
2.07%
+15.29%
CanadaCIG15114
CI Canadian Asset Allocation Corporate Class EF
3 Stars3 Stars
1.11%
+14.62%
CanadaFID3404
Fidelity Tactical Strategies Series P1
4 Stars4 Stars
1.09%
+14.43%
CanadaFID1409
Fidelity Tactical Strategies Series F5
5 Stars5 Stars
1.12%
+14.41%
CanadaCIG417T5
CI Canadian Asset Allocation Corporate Class FT5
4 Stars4 Stars
1.32%
+14.38%
CanadaCIG4322
CI Canadian Asset Allocation Corporate Class F
4 Stars4 Stars
1.34%
+14.36%
CanadaFID1356
Fidelity Tactical Strategies Series F
5 Stars5 Stars
1.17%
+14.34%
CanadaDJT07160
Desjardins Global Balanced Strat Inc D
3 Stars3 Stars
1.44%
+13.86%
CanadaDJT07007
Desjardins Global Balanced Growth D
2 Stars2 Stars
1.43%
+13.77%
CanadaCIG117T5
CI Canadian Asset Alloc Corp Cl T5
3 Stars3 Stars
2.40%
+13.15%
CanadaCIG217T5
CI Canadian Asset Alloc Corp Cl T5
3 Stars3 Stars
2.40%
+13.15%
CanadaCIG617T8
CI Canadian Asset Alloc Corp Cl T8
3 Stars3 Stars
2.43%
+13.12%
CanadaCIG717T8
CI Canadian Asset Alloc Corp Cl T8
3 Stars3 Stars
2.43%
+13.12%
CanadaCIG2322
CI Canadian Asset Alloc Corp Cl
3 Stars3 Stars
2.44%
+13.10%
CanadaCIG2517
CI Canadian Asset Alloc Corp Cl U$
3 Stars3 Stars
2.44%
+13.10%
CanadaCIG3322
CI Canadian Asset Alloc Corp Cl
3 Stars3 Stars
2.44%
+13.10%
CanadaCIG3517
CI Canadian Asset Alloc Corp Cl U$
3 Stars3 Stars
2.44%
+13.10%
CanadaDJT00160
Desjardins Global Balanced Strat Inc A
3 Stars3 Stars
2.30%
+12.71%
CanadaDJT00007
Desjardins Global Balanced Growth A
2 Stars2 Stars
2.29%
+12.62%
CanadaBMO95762
BMO Tactical Global Growth ETF Fund Series F
4 Stars4 Stars
0.67%
+12.43%
CanadaBMO31762
BMO Tactical Global Growth ETF D
4 Stars4 Stars
1.08%
+11.98%
CanadaBMO88293
BMO Global Low Volatility ETF Class F
3 Stars3 Stars
0.78%
+11.76%
CanadaMPI210
CC&L Diversified Income Portfolio
3 Stars3 Stars
2.93%
+11.54%
CanadaDYN3280
Dynamic U.S. Strategic Yield A
3 Stars3 Stars
2.19%
+11.46%
CanadaBMO70762
BMO Tactical Global Growth ETF A
3 Stars3 Stars
1.75%
+11.24%
CanadaBMO98762
BMO Tactical Global Growth ETF Advisor
3 Stars3 Stars
1.80%
+11.17%
Show TD Mutual Funds FirstSelect AllGo

Tactical Balanced

Balanced Funds with a specific mandate to employ tactical asset allocation strategies and funds that the CIFSC deems to employ tactical asset allocation strategies will be assigned to the Tactical Balanced fund category.

FUND STRATEGIES

Data as of Sunday, Oct 31, 2021
The average amount that it costs to operate a fund on investors’ behalf. The Management Expense Ratio (MER) includes advisor fees, custodial fess, taxes, 12b-1 fees, and other operating expenses. This is an important measure, especially for those investors focusing on post-expense returns.
FUND STRATEGIES - Assets under Mgmt
Show TD Mutual Funds First
Name sortableMER sortable
CanadaCIG18152
CI Diversified Yield O
0.17%
CanadaBMO95762
BMO Tactical Global Growth ETF Fund Series F
0.67%
CanadaTDB2594
TD Tactical Monthly Income Fund - Premium F series
0.72%
CanadaFID3754
Fidelity Tactical High Income Fund Series P5
0.75%
CanadaBMO95734
BMO Tactical Dividend ETF Fund F
0.76%
CanadaFID3396
Fidelity Tactical High Income Fund Series P4
0.76%
CanadaFID3395
Fidelity Tactical High Income Fund Series P3
0.77%
CanadaBMO88293
BMO Global Low Volatility ETF Class F
0.78%
CanadaFID3394
Fidelity Tactical High Income Fund Series P2
0.80%
CanadaTDB2585
TD Tactical Monthly Income F
0.83%