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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
CanadaRBF1072
RBC Trend Canadian Equity D
-1 Star
1.08%
-3.41%
CanadaFID3276
Fidelity True North Cl S5
4 Stars4 Stars
2.32%
-5.04%
CanadaFID225
Fidelity True North Sr B
4 Stars4 Stars
2.25%
-5.04%
CanadaFID203
Fidelity True North Sr S8
4 Stars4 Stars
2.25%
-5.04%
CanadaFID3286
Fidelity True North Cl S8
4 Stars4 Stars
2.33%
-5.05%
CanadaFID1213
Fidelity True North Sr S5
4 Stars4 Stars
2.26%
-5.06%
CanadaFID286
Fidelity True North Cl B
4 Stars4 Stars
2.29%
-5.06%
CanadaFID503
Fidelity True North Sr T8
4 Stars4 Stars
2.42%
-5.18%
CanadaFID3586
Fidelity True North Cl T8
4 Stars4 Stars
2.54%
-5.21%
CanadaFID525
Fidelity True North Sr A
4 Stars4 Stars
2.45%
-5.24%
CanadaFID1513
Fidelity True North Sr T5
4 Stars4 Stars
2.48%
-5.25%
CanadaFID586
Fidelity True North Cl A
4 Stars4 Stars
2.54%
-5.25%
CanadaFID3576
Fidelity True North Cl T5
4 Stars4 Stars
2.46%
-5.28%
CanadaTDB3045
TD Canadian Low Volatility Ser D
4 Stars4 Stars
1.26%
-5.37%
CanadaMMF1948
Manulife Cdn Equity Priv Pool Adv
4 Stars4 Stars
2.00%
-5.45%
CanadaMMF1275
Manulife Cdn Equity Priv Pool T6
4 Stars4 Stars
2.02%
-5.51%
CanadaTDB2720
TD Canadian Low Volatility Class I
4 Stars4 Stars
2.04%
-5.91%
CanadaCWF701
Caldwell Canadian Value Momentum
5 Stars5 Stars
---
-6.04%
CanadaBTG770
Beutel Goodman Canadian Equity Class D
5 Stars5 Stars
1.39%
-6.36%
CanadaRBF3525
RBC QUBE Low Volatil Cdn Eq Cl Ser D
3 Stars3 Stars
1.02%
-6.42%
CanadaRBF1089
RBC QUBE Low Volatility Cdn Eq Ser D
4 Stars4 Stars
1.03%
-6.54%
CanadaFID208
Fidelity Canadian Disciplined Eq S8
4 Stars4 Stars
2.23%
-7.17%
CanadaFID224
Fidelity Canadian Disciplined Eq B
4 Stars4 Stars
2.24%
-7.18%
CanadaFID1218
Fidelity Canadian Disciplined Eq S5
4 Stars4 Stars
2.25%
-7.19%
CanadaFID3266
Fidelity Canadian Disciplined Eq Cl S5
4 Stars4 Stars
2.30%
-7.20%
CanadaFID1297
Fidelity Canadian Disciplined Eq Cl B U$
4 Stars4 Stars
2.27%
-7.20%
CanadaFID296
Fidelity Canadian Disciplined Eq Cl B
4 Stars4 Stars
2.27%
-7.20%
CanadaFID3296
Fidelity Canadian Disciplined Eq Cl S8
4 Stars4 Stars
2.28%
-7.21%
CanadaFID9011
Fidelity Concen Cdn Eq Private Pl Cl B
4 Stars4 Stars
2.16%
-7.30%
CanadaFID508
Fidelity Canadian Disciplined Eq T8
3 Stars3 Stars
2.40%
-7.34%
CanadaFID1518
Fidelity Canadian Disciplined Eq T5
3 Stars3 Stars
2.44%
-7.34%
CanadaFID524
Fidelity Canadian Disciplined Eq A
3 Stars3 Stars
2.44%
-7.37%
CanadaFID3566
Fidelity Canadian Disciplined Eq Cl T5
3 Stars3 Stars
2.46%
-7.39%
CanadaFID1597
Fidelity Canadian Disciplined Eq Cl A U$
3 Stars3 Stars
2.48%
-7.40%
CanadaFID596
Fidelity Canadian Disciplined Eq Cl A
3 Stars3 Stars
2.48%
-7.40%
CanadaFID3596
Fidelity Canadian Disciplined Eq Cl T8
3 Stars3 Stars
2.47%
-7.41%
CanadaGGF31739
BMO Canadian Stock Selection D
4 Stars4 Stars
1.19%
-7.62%
CanadaNBC814
NBI Canadian Index
4 Stars4 Stars
0.66%
-7.74%
CanadaRBF3526
PH&N Canadian Equity Value Class Ser D
4 Stars4 Stars
1.02%
-8.12%
CanadaTML1096
Franklin ActiveQuant Canadian A
4 Stars4 Stars
2.18%
-8.34%
CanadaTML1098
Franklin ActiveQuant Canadian A
4 Stars4 Stars
2.18%
-8.34%
CanadaRBF1670
PH&N Canadian Equity Value D
4 Stars4 Stars
1.02%
-8.36%
CanadaTML2021
Franklin ActiveQuant Canadian CC A
3 Stars3 Stars
2.20%
-8.45%
CanadaTML2023
Franklin ActiveQuant Canadian CC A
3 Stars3 Stars
2.20%
-8.45%
CanadaFID9010
Fidelity Cdn Equity Private Pool Cl B
3 Stars3 Stars
2.09%
-8.71%
CanadaRBF3506
RBC Canadian Equity Class Sr D
3 Stars3 Stars
1.02%
-8.87%
CanadaRBF1015
RBC Canadian Equity Sr D
3 Stars3 Stars
1.05%
-8.91%
CanadaTDB900
TD Canadian Index - e
3 Stars3 Stars
0.33%
-9.08%
CanadaTDB3107
TD Canadian Large Cap Equity D
-1 Star
1.37%
-9.09%
CanadaTML112
Franklin Bissett Cdn Equity O
-1 Star
---
-9.27%
CanadaRBF556
RBC Canadian Index
3 Stars3 Stars
0.69%
-9.31%
CanadaGGF31144
BMO Canadian Equity ETF D
4 Stars4 Stars
0.66%
-9.40%
CanadaBNS181
Scotia Canadian Index Class D
4 Stars4 Stars
0.78%
-9.52%
CanadaMAW106
Mawer Canadian Equity A
5 Stars5 Stars
1.17%
-9.81%
CanadaRBF1130
PH&N Canadian Equity D
3 Stars3 Stars
0.98%
-9.83%
CanadaCIB300
CIBC Canadian Index
3 Stars3 Stars
1.14%
-9.84%
CanadaCCM8075
IA Clarington Canadian Leaders Cl Sr A
3 Stars3 Stars
2.41%
-9.98%
CanadaCCM8076
IA Clarington Canadian Leaders Cl Sr A
3 Stars3 Stars
2.41%
-9.98%
CanadaRBF1140
PH&N Canadian Growth D
3 Stars3 Stars
1.03%
-10.10%
CanadaRBF1400
PH&N Vintage D
4 Stars4 Stars
1.29%
-10.10%
CanadaNBC812
NBI Canadian Equity A
1 Star1 Star
2.51%
-10.13%
CanadaRBF1043
RBC Vision Canadian Equity D
4 Stars4 Stars
1.05%
-10.17%
CanadaNRP3501
NCM Core Canadian Series A
-1 Star
2.20%
-10.20%
CanadaBIP915
Sionna Canadian Equity D
4 Stars4 Stars
1.47%
-10.51%
CanadaHKB10497
HSBC Equity Investor U$
4 Stars4 Stars
1.96%
-10.59%
CanadaHKB497
HSBC Equity Investor
4 Stars4 Stars
1.96%
-10.59%
CanadaMFC4666
Mackenzie Canadian All Cap Value D
4 Stars4 Stars
1.56%
-10.59%
CanadaMFC4672
Mackenzie Canadian All Cap Value Cl D
4 Stars4 Stars
1.63%
-10.63%
CanadaCIB479
CIBC Canadian Equity
2 Stars2 Stars
2.25%
-10.65%
CanadaTML282
Franklin Bissett Cdn Equity I
4 Stars4 Stars
1.60%
-10.71%
CanadaGGF31135
BMO Canadian Equity D
3 Stars3 Stars
1.17%
-10.77%
CanadaCGF102
Counsel Canadian Growth Sr A
1 Star1 Star
2.40%
-10.84%
CanadaCGF112
Counsel Canadian Growth Sr A
1 Star1 Star
2.40%
-10.84%
CanadaTDB3090
TD Canadian Value - D
3 Stars3 Stars
1.35%
-10.85%
CanadaMFC4151
Mackenzie Canadian All Cap Value Inv
3 Stars3 Stars
2.03%
-11.00%
CanadaMMF4403
Manulife Cdn Investment Class Adv
4 Stars4 Stars
2.42%
-11.04%
CanadaMMF4503
Manulife Cdn Investment Class Adv
4 Stars4 Stars
2.42%
-11.04%
CanadaBIP482
Morningstar Strategic Canadian Equity D
-1 Star
1.02%
-11.07%
CanadaAIM43203
Invesco FTSE RAFI Canadian Idx ETF Cl A
3 Stars3 Stars
1.87%
-11.34%
CanadaTML202
Franklin Bissett Cdn Equity A
3 Stars3 Stars
2.46%
-11.47%
CanadaTML302
Franklin Bissett Cdn Equity A
3 Stars3 Stars
2.46%
-11.47%
CanadaNWT572
NEI Canadian Equity RS I
3 Stars3 Stars
---
-11.48%
CanadaTML930
Franklin Bissett Cdn Equity Corp Cl A
3 Stars3 Stars
2.48%
-11.55%
CanadaTML931
Franklin Bissett Cdn Equity Corp Cl A
3 Stars3 Stars
2.48%
-11.55%
CanadaCCM502
IA Clarington Canadian Growth Class A
2 Stars2 Stars
2.85%
-11.59%
CanadaCCM503
IA Clarington Canadian Growth Class A
2 Stars2 Stars
2.85%
-11.59%
CanadaCGF111
Counsel Canadian Value Sr A
2 Stars2 Stars
2.38%
-11.73%
CanadaTDB2240
TD Canadian Value Class - I
2 Stars2 Stars
2.17%
-11.76%
CanadaFRC073
Russell Inv Focused Cdn Equity Pl Sr B
2 Stars2 Stars
2.19%
-11.79%
CanadaFRC074
Russell Inv Focused Cdn Equity Pl Sr B
2 Stars2 Stars
2.19%
-11.79%
CanadaATL843
Renaissance Canadian Growth
1 Star1 Star
2.30%
-11.85%
CanadaATL902
Renaissance Canadian Growth
1 Star1 Star
2.30%
-11.85%
CanadaGGF3013
BMO Canadian Large Cap Equity T5
2 Stars2 Stars
2.47%
-11.88%
CanadaGGF3014
BMO Canadian Large Cap Equity T5
2 Stars2 Stars
2.47%
-11.88%
CanadaGGF199
BMO Canadian Large Cap Equity Advisor
2 Stars2 Stars
2.30%
-11.88%
CanadaGGF602
BMO Canadian Large Cap Equity Advisor
2 Stars2 Stars
2.30%
-11.88%
CanadaDYN1056
Marquis Institutional Cdn Eq Port T
1 Star1 Star
2.32%
-11.94%
CanadaDYN1057
Marquis Institutional Cdn Eq Port T
1 Star1 Star
2.32%
-11.94%
CanadaGGF85221
BMO Canadian Equity Class Advisor
2 Stars2 Stars
2.42%
-11.99%
CanadaGGF87221
BMO Canadian Equity Class Advisor
2 Stars2 Stars
2.42%
-11.99%
Show TD Mutual Funds FirstSelect AllGo

Canadian Equity

Funds in the Canadian Equity category must invest at least 90% of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small/mid cap threshold.

FUND STRATEGIES

Data as of Monday, Dec 31, 2018
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
CanadaTDB900
TD Canadian Index - e
0.33%
CanadaGGF31144
BMO Canadian Equity ETF D
0.66%
CanadaNBC814
NBI Canadian Index
0.66%
CanadaRBF556
RBC Canadian Index
0.69%
CanadaBNS181
Scotia Canadian Index Class D
0.78%
CanadaRBF1130
PH&N Canadian Equity D
0.98%
CanadaRBF1670
PH&N Canadian Equity Value D
1.02%
CanadaRBF3506
RBC Canadian Equity Class Sr D
1.02%
CanadaRBF3525
RBC QUBE Low Volatil Cdn Eq Cl Ser D
1.02%
CanadaRBF3526
PH&N Canadian Equity Value Class Ser D
1.02%