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  • Fund Categories
    Short-term Target Date Portfolio
    (Canada)
  • YTD Change+2.89%
  • Avg. MER*---

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.
Y Axis Label
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X Axis Label
RISK RETURN ANALYSIS & FUND DETAILS - Overview
Show TD Mutual Funds FirstSelect AllGo
Name sortableMorningstar sortableMER sortable1 Year Return sortable
CanadaFID3090
Fidelity ClearPath 2020 Portfolio Series P1
5 Stars5 Stars
0.95%
+12.31%
CanadaFID020
Fidelity ClearPath 2020 Portfolio Series F
5 Stars5 Stars
1.06%
+12.20%
CanadaFID702
Fidelity ClearPath 2020 Port Series B
3 Stars3 Stars
2.19%
+10.94%
CanadaFID402
Fidelity ClearPath 2020 Port Series A
3 Stars3 Stars
2.39%
+10.72%
CanadaFID015
Fidelity ClearPath 2015 Port Series F
4 Stars4 Stars
1.01%
+8.67%
CanadaFID715
Fidelity ClearPath 2015 Port Series B
3 Stars3 Stars
2.14%
+7.46%
CanadaFID415
Fidelity ClearPath 2015 Port Series A
2 Stars2 Stars
2.32%
+7.27%
CanadaRBF1910
PH&N LifeTime 2020 Sr D
2 Stars2 Stars
0.91%
+6.15%
CanadaRBF1900
PH&N LifeTime 2015 Sr D
1 Star1 Star
0.90%
+5.00%
Show TD Mutual Funds FirstSelect AllGo

Short-term Target Date Portfolio

These are target-date funds that mature in 2020 or earlier. This includes any target date funds that are passed their target date but remain active.

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
CanadaRBF1900
PH&N LifeTime 2015 Sr D
0.90%
CanadaRBF1910
PH&N LifeTime 2020 Sr D
0.91%
CanadaFID3090
Fidelity ClearPath 2020 Portfolio Series P1
0.95%
CanadaFID015
Fidelity ClearPath 2015 Port Series F
1.01%
CanadaFID020
Fidelity ClearPath 2020 Portfolio Series F
1.06%
CanadaFID715
Fidelity ClearPath 2015 Port Series B
2.14%
CanadaFID702
Fidelity ClearPath 2020 Port Series B
2.19%
CanadaFID415
Fidelity ClearPath 2015 Port Series A
2.32%
CanadaFID402
Fidelity ClearPath 2020 Port Series A
2.39%